How It Works — Stress-Free Bookkeeping in Four Simple Steps
Stop spending hours tracking receipts and reconciling accounts. Let’s simplify your books so you can focus on growing your business.
STEP 1: Discovery Process
Understanding Your Business
We start with a free consultation to learn about your business, followed by a deep dive into your business, your current bookkeeping setup, your goals . . . and your pain points.
We’ll review your existing systems (like QuickBooks, Wave, or Excel) and discuss whether you’d like to integrate web analytics tools such as Google Analytics 4 or Amplitude.
Outcome: You’ll get a personalized recommendation for the plan that fits your needs and budget.
STEP 2: We Set Up Your System
Get Organized — Fast
Once you’re ready to begin, we’ll help you securely connect your financial accounts and any analytics platforms you use. If your books need cleanup or historical reconciliation, we’ll handle that, too.
What we do:
- Connect your bank and credit card accounts
- Review your chart of accounts
- Set up your reports and dashboards
- Establish analytics data connections (optional)
Outcome: A clean, accurate bookkeeping system ready for ongoing maintenance and insight reporting.
STEP 3: Ongoing Bookkeeping
Accuracy (& Data) You Can Count On
Each month, we process and reconcile your transactions, categorize expenses, and prepare clear financial reports.
And for those with Accrual-Basis accounting, we’ll also process your Accounts Payable and Accounts Receivable.
Outcome: Accurate and timely bookkeeping, allowing you to focus on growing your business.
STEP 4: Enjoy Clear, Accurate Reports
See Your Business Clearly
Once everything’s running smoothly, you’ll receive regular, easy-to-read financial reports — no jargon, no confusion. You’ll be confident in every decision because your numbers make sense.
You’ll receive a monthly financial statement package that shows your Profit & Loss, Balance Sheet, and Cash Flow — plus any custom reports you request.
Outcome: Reliable, real-time visibility into your business finances.
Ready to Simplify Your Bookkeeping?
Let’s take bookkeeping off your plate so you can focus on what matters most—running and growing your business.