Once you book a call with us, we will confirm our appointment.

Before our call, we will send a link with a questionnaire that will have basic questions about your business and operations. Answering this questionnaire prior to our call will allow us to spend more time talking about your needs and goals.

The purpose of the discovery call is for us to learn more about your business, and for you to learn about what it is like to work with us. During this call we can determine if we are a good fit to work together!

Absolutely! We believe that teaming up with a bookkeeper and a CPAs will set you up for success. A bookkeeper will be involved in the day-to-day recording of transactions so you have up-to-date information to make decisions about operations.

Your CPA can provide valuable advice about tax strategies and ways to minimize tax liability.

We charge a monthly flat fee for our bookkeeping services. Our packages start at $300 per month.

Once we have our discovery call, we will prepare a proposal for you, which will be based on number of accounts to reconcile, transaction volume, and any add-on services needed like sales tax preparation, monthly adjustments for payroll or third-party apps, and reporting requirements.

Of course! We only serve businesses that currently use or are looking to start using QuickBooks Online.

We offer monthly bookkeeping services, bookkeeping clean-up services, diagnostic reviews, Alabama sales tax return preparation (only for monthly bookkeeping clients), and QuickBooks Online trainings.

Not at all! We are 100% virtual and paper free. We will provide you with secure access to our client portal to upload any necessary documents for us to perform our services.

The first step is to book a free discovery call in which we will determine if we are a good fit to work together!

During our call, we may recommend a Diagnostic Review if a clean-up is needed.

After our call, we will prepare a proposal for you to review. The proposal will outline the services to be performed and the fees that will be due.

Once the proposal is accepted, we will prepare a transparent engagement letter (our contract) for us to sign. Your first payment will be due upon signature of our engagement letter, which will kick-off your onboarding with us!

We will give you access to our secure client portal to gather all the documents that we will need to perform our work, and we will get started getting your books up-to-date so you can gain some peace of mind and have a lot of time back to focus on growing your business.

If you sign up for monthly bookkeeping, you can expect us to work on your books within the first couple of weeks and have a financial report ready no later than the 20th of each month!

Certainly! We can get started working on your books and give you some referrals for tax preparers we trust!