How Our Bookkeeping Service Work
1. Choose Your Bookkeeping Service
Choose Book Setup, Monthly Bookkeeping, or Both.
2. Tell Us About Your Business
Complete a short intake about your business, current bookkeeping system, accounts, transaction activity, and bookkeeping needs.
3. Provide Your Records
Securely upload the financial records and bookkeeping information needed to begin.
4. Schedule Your Appointment
Meet with your bookkeeping professional to discuss your business and the work needed.
5. Review & Confirm Your Service
Your professional reviews your records, determines the scope of work, and confirms the service.
6. We Handle Your Books
Your bookkeeping professional performs the agreed-upon bookkeeping work.
7. Review & Quality Check
Your records are reviewed for accuracy and completeness.
8. Ongoing Management
For monthly bookkeeping clients, your books continue to be maintained according to the agreed service schedule, with updates available through your Client Portal.