Getting Started

Starting with us is a breeze! Begin with a personalized one-on-one consultation with your dedicated bookkeeping expert. We'll match you with a friendly professional who will efficiently handle all your bookkeeping needs.

During your consultation, your bookkeeper will ask a few simple questions about your financials. From there, you can effortlessly send photos of your receipts, invoices, and statements via your mobile device. Sit back and relax as your bookkeeper takes care of the rest.

After your bookkeeper collects all your monthly business transactions directly from your current accounts, they dive into the heavy lifting. From bookkeeping cleanup to organizing your monthly business finances, your dedicated bookkeeper takes care of it all. 

Your bookkeeper will occasionally send requests for additional information or documents through our easy to use portal. No need for downloading apps or even using a computer, simply use our magic link with your phone to reply or add a receipt or document. Easy peasy.

Running a business is no small feat, and we're here to make it simple. We take care of all your bookkeeping needs, so you can simply review our enhanced reports and interactive financial dashboard at month's end. Our dedication to organizing your business finances allows you to concentrate on growth, confident that our detailed monthly reports will inform your future decisions.

Leave the categorization, bookkeeping, and financial organization to us. Our goal is to handle the heavy lifting, delivering easy-to-understand CFO-level monthly reports and a live interactive dashboard filled with crucial business insights.