Getting Started

Welcome To Getting Started with Us


It will help you to be more efficient, competitive and profitable.

Most business owners want to Manage and Grow their Business
They want to have accurate financial numbers when they need it to make the best the Best Decisions
Our Promise Is That You Will Have That Accurate Information When You Need It



Here are the steps we take so you can get those results:

Phase 1: First Steps

Connect With Us. We want to make sure we are the best fit for each other so please take a moment and follow this link to complete a brief questionnaire. Once we receive the questionnaire we will then get in touch to book a complimentary phone or Zoom call so we can get to know each other.

Phase 2: Let’s Chat

We’ll connect and get to know each other. We will ask lots of questions and try to answer any questions you may have about how we do things. We know that every business has unique needs and challenges, so we’ll dive into what’s giving you the most headaches and sleepless nights and how we can help solve those pain points for you. We also want to learn about your dreams and aspirations so we can determine how best we can help you achieve them. Here are some of the questions we may need to ask you.

Phase 3: The Deep Dive

If we both agree, we’ll conduct a full assessment of the current state of your books, your accounting systems, technologies and processes to help us determine the best ways to use cloud accounting tools to streamline your operations. Our goals for every client are to give you back time and help improve your bottom line.

Phase 4: Transparent Pricing

We’ll outline the value we bring and have an open and transparent pricing discussion with you. We quote you our flat fee before any work begins so you never get any surprises later on. You’ll have a choice of 3 separate packages to choose from to make sure we address all of your important issues and then you select the one that is the best fit for you.

Phase 5: Getting Started

Here’s where things really start to get exciting. Once you have found a package that works for you we will flip the switch complete the admin work and get you setup with a kick-off call where you’ll be introduced to your team so we can begin the process of transitioning your books and start setting up the workflows to your cloud accounting system.

Phase 6: Onboarding

We are going to flip the switch and get you setup with new software, apps and systems as best fit your requirements. We will also spend time with you making sure you have a comfortable grasp of the new tools you will be using. This is the bulk of what will be done during the setup /clean up phase:

Phase 7: Getting Sorted

This can be the most time consuming part of the process but also the most satisfying and rewarding when complete. We will go through your books and make sure that all reconciliations are complete through the end of the last completed month. We do this so when we begin your monthly bookkeeping so we know everything is starting out right.

Depending on where your books currently are, this can be just a couple of weeks or months or even a couple of years that need to be updated. We have seen it all so never feel shy or embarrassed to ask for help if you are behind; you are making the right move.

Phase 8: Maintenance


Here is where we begin the monthly bookkeeping services that we established in our earlier discussions. You are now setup with a new comprehensive bookkeeping system designed to help you manage your business more effectively.

If you are ready, let’s get started. The first step is to complete this brief questionnaire to help us learn more about your business.

You can contact us here.

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