Our Approach
Getting to know our clients and regularly sizing ourselves up against their business needs ensures everyone is mutually cared for and comfortable with the direction of the work.
Our Process
Questionnaire
Respecting Your Time While Gaining Insight
We know your time is valuable, which is why our process starts with a quick and straightforward questionnaire. This allows us to learn more about your business and identify your immediate needs—even if we’re not the perfect fit, we’ll provide you with helpful recommendations to set you in the right direction.
Discovery Call
Deep Diving Into Your Business
During this one-hour discovery call, we take a closer look at your financial landscape. We’ll discuss what your books currently look like, the applications you’re using, and where we can provide the most impactful support.
3. QuickBooks Online or Xero Review
Defining the Scope of Our Partnership
Our team conducts a thorough review of your books to ensure an accurate understanding of your financial systems. This step allows us to clearly define the scope of our services for optimal efficiency.
4. Tier Proposal Presentation
Tailored Solutions for Your Growth
We present a comprehensive 3-tier proposal that outlines required services along with optional recommendations for growth. Each tier is designed to meet your immediate needs and provide scalable solutions for the future.
5. Client Signs and Onboarding Begins
Making the Partnership Official
When you’re ready to move forward, we formalize the partnership and kick off the onboarding process. You’ll receive an interactive checklist with all the necessary steps and items we need to get started smoothly.
6. Transitioned to the Accounting Team
Making the Partnership Official
Your Lifeline for Financial Support Once onboarding is complete, you’ll be introduced to your dedicated accounting team. This team becomes your go-to resource, providing ongoing support and maintaining clear communication to ensure your financial success.
Ready to streamline your accounting?
Frequently Asked Questions
We’ve compiled answers to some of the most common questions we hear from our clients. If you have additional questions, feel free to Contact Us—we’re here to help!
We specialize in supporting small to mid-size businesses across various industries, including service-based companies, technology startups, professional services firms, and more. Whether you’re a growing entrepreneur or a well-established business, we adapt our services to meet your unique needs.
Outsourcing your accounting is an affordable and stress-free alternative to hiring in-house staff. You’ll gain access to a team of experts—from bookkeepers to virtual CFOs—without the added costs of salaries, taxes, benefits, and equipment. This approach lets you focus on growing your business while we handle the financial details.
We offer a wide range of services, including tax preparation, tax planning, bookkeeping, virtual CFO services, and trust and estate planning. Every service is designed to help you optimize your financials and achieve your long-term goals.
Our pricing is customized based on your business needs. During our initial consultation, we’ll assess your requirements and provide tiered proposals to match your budget and goals.
Our onboarding process ensures a smooth transition and starts with a quick questionnaire to understand your business. After a discovery call and a review of your financial systems, we provide a tailored proposal. Once you sign on, we begin onboarding and assign a dedicated accounting team to your account.
Good things take time! While we deliver immediate support, most clients see measurable results, such as streamlined processes and increased clarity, within three months.
You will have a dedicated team assigned to your account from the start. While you’ll primarily interact with your assigned team lead, all team members will be familiar with your business and ready to assist.
We aim to respond to all inquiries promptly, with response times customized based on your preferences. Clear communication is one of our core values, ensuring you’re always supported when you need us.
We recommend scheduling a discovery call. This consultation allows us to learn more about your needs and determine if we’re the right fit. Even if we aren’t, we’ll point you in the direction of resources or solutions that can help.
No problem! We can start with smaller services, such as financial reviews or tax preparation, and scale up as needed. We’re here to grow with you.