Our Process

Step One: Reach out

Call or email us, or submit a contact request. We can have an informal, initial discussion of your needs and concerns.

Step Two: Assessment

If, after our initial consultation, you feel that we might be a good fit and you feel comfortable proceeding, we will then conduct a thorough review of all your accounts. This will help guide us to the monthly plan that might be most appropriate for your current needs.

Step Three: Onboarding

After completion of the accounts review and selection and customization of a monthly service plan, we will work with you to complete our final onboarding process. This includes all necessary meetings with you to ensure complete understanding of the Quickbooks Online environment and a clear delineation of expectations of both parties going forward.

Sunset view of a marina with sailboats and yachts docked, flags along the pier, a lighthouse in the distance, and clouds in the sky. 
Let’s Work Together

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.