How It Works
From sign-up to spotless books
Getting started is simple. Here's exactly what happens after you reach out — from onboarding to your ongoing monthly bookkeeping.
Step 1
Sign up
Complete the onboarding questionnaire or contact us directly. We'll review your business, transaction volume, and the services you need, then confirm the right plan together.
Step 2
Get set up in QuickBooks Online or Xero
To begin the onboarding process, you'll be added as a client to our company in either QuickBooks Online or Xero. If you already use one of these platforms we connect to your existing books; if not, we'll help you get set up.
Step 3
Set up view-only bank access
Next, you'll create a view-only user for your online banking. This lets us see statements and transactions to keep your books accurate — we can never move money or make changes to your accounts.
Step 4
Ongoing bookkeeping begins
Once everything is connected, we handle your books on a regular schedule — once or twice a month depending on your transaction volume. Transactions are categorized, accounts reconciled, and reports delivered.
Step 5
Payroll on your schedule
If payroll is part of your plan, it runs according to your pay schedule — every 2 weeks, twice monthly, or monthly — so your team is always paid on time.
Step 6
We stay in touch
If we have questions or need clarification on a transaction, we'll reach out through your preferred contact method — email, phone, or text — so nothing sits unresolved in your books.
Your accounts stay secure. View-only bank access means we can see the information needed to keep your books accurate, but we never have the ability to move funds or change anything in your accounts.