• Let's see if we are a fit for each other

    Thanks for your interest in our services! We'd like to know a bit more about what you're looking for from us, and also determine your level of comfort with some of our cloud based solutions. If you could fill out the following form, we'll reach out to discuss the next steps further.

  • Are you an Incorporated Business owner who believes in the mightiness of cloud accounting, are highly engaged in your

    financials, understand the value of paying for solid accounting and desire impactful bookkeeping & advice?

    Well then, we would love to get to know you! 

  • What does your business look like?

  • What is your business legal structure?

  • What are you looking for from us?

    Are you looking for someone to engage with you in your business and your financials?  Or "just someone to do your books"?  We believe in collaboration and consider ourselves a member of our customers' teams. We will need you to be as engaged in your books as we are, to care about them as much as we do.
  • What are the qualities and responsibilities you are looking for in a bookkeeper?*
  • Are you willing to have a "virtual relationship" with us? We can communicate using cloud meeting solutions and collaborate using cloud technology.*

  • Let's talk about cloud financial technology.

    We are a cloud based firm.  We need to find out if that's going to work for you.
  • I am willing to use an online accounting program.*
  • I am willing to have my bank accounts connected to cloud based accounting programs.*
  • I am willing to use apps for document management - taking pictures from my phone, emailing in documents, and other paperless options.*

  • We're all done!

    Thanks - we'll review your answers and get back to you with next steps! You can expect to hear back from us within the next 48 hours.
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