How does the process work?

Step 1: Free intro call (30 min). We learn about your business and determine which services you need.

Step 2: We set up your accounts in our system and connect your bank feeds. This typically takes 1 to 2 days.

Step 3: Ongoing service. For bookkeeping clients, we reconcile your books monthly and deliver a financial summary by the 10th of each month. For tax clients, we handle all filings on time.

You get a dedicated accountant who knows your business and is available by email or phone.