How to get started: 

Schedule a virtual Intro Meeting 

Before we jump into a working relationship, we want to get to know you and your business and give you time to get to know us. 

In this 30- minutes meeting, we will learn more about the current state of our books, create a rough outline of the scope of your needs and explain how we can meet the needs. 

Complete Diagnostic Review 

After our meeting, we will perform an in-depth Diagnostic Review. We will review your current Quickbooks Online file, ensure your accounts are genuinely reconciled, and verify your figures are clean, accurate and organized.  

We will also walk through your entire workflow and troubleshoot any issues you currently face in your business.  

Diagnostic Report and Proposal  

From the information we gather from the Diagnostic Review, we will create a Diagnostic report, with we will go over with you, along with our proposal for the next steps. Our proposal will include the service package and pricing options for you to consider.