From messy or missing to fully handled.
No long onboarding forms and no confusing setup. Here's exactly what happens from our first call to books you never have to think about again.
Free consultation
A relaxed, no-pressure call to understand your business, look at your current books, and figure out exactly what you need. You leave with a clear recommendation — whether or not we work together.
- A 20–30 minute call, on your schedule
- A look at your current setup and pain points
- An honest recommendation and clear next step
Setup & cleanup
I connect your accounts, tidy up your chart of accounts, and bring everything current and accurate — so we build on solid ground instead of guesswork.
- Secure bank & credit-card feed connections
- Chart of accounts cleaned up and organized
- Any backlog caught up and reconciled
A steady monthly rhythm
Every month your books are reconciled, your financial statements are ready, and you get a plain-English recap of what the numbers mean — on time, without chasing.
- Monthly reconciliation & financial statements
- A plain-English recap of your numbers
- Reachable by email whenever questions come up
Clear, consistent, and always in your corner.
On-time, every time
Your books close on a predictable schedule — no month-end scramble and no waiting to hear back.
Plain-English only
No accounting jargon. Just clear numbers and straight answers you can actually act on.
Secure by default
Bank-level, read-only connections and encrypted document sharing. Your data stays protected.
One point of contact
You work directly with me — the same person who knows your business — not a rotating support queue.
Frequently asked questions
How long does onboarding take?
Most clients are fully set up within one to two weeks. If there's a backlog to clean up first, we'll agree on a clear timeline during your consultation.
How do we share documents securely?
Your bank and card activity connects through QuickBooks' secure, read-only feeds, and anything else is shared through encrypted, bank-level tools. I never need your online banking passwords.
How often will we talk?
You'll get a monthly recap of your numbers plus a regular check-in. Beyond that, I'm reachable by email whenever a question comes up — no waiting for an appointment.
What if I want to make a change later?
There are no long-term contracts. Your books and records are always yours, and I'll make any transition smooth if your needs change.