Step 1

Schedule a Discovery Meeting

Getting started is easy! Your time is important to us. In this brief 30-minute Zoom Meeting, we will take a look at your QuickBooks, address any questions regarding our services, and see if we’re a good fit.  

Getting Started Today
Step 2

Review your Proposal

Based on our meeting notes, we will send you a proposal for your Catch-up or Monthly Bookkeeping Services. We have Simple, Transparent & Flat Fee Pricing.

Getting started
Step 3


Once our proposal is accepted, we will email you our New Client Onboarding Essentials Checklist. This is a list of items we will need from you in order to get started. We start as soon as we receive all items on the checklist!

Getting started with onboarding

Ready to get started

Schedule your Discovery Meeting Today!