Onboarding that’s as tidy as the books.
No long forms, no software you have to learn. A short call, secure access, and then a monthly rhythm you never have to think about.
- 01
Free 20-minute call
We talk about your business, your books, and where they’re at. No pitch — I’ll tell you honestly what you need.
- 02
Quick books review & quote
I take a look at your current setup and send a clear, flat monthly quote and scope — in writing, before anything starts.
- 03
Securely connect your accounts
You give read-only access to your bank feeds and software through encrypted connections. No emailing sensitive files.
- 04
I clean & reconcile
I get your books current and reconciled — catching up any backlog first, then setting up a smooth monthly rhythm.
- 05
Monthly close + reports
Every month I close the books, send your statements and a plain-English recap, and answer whatever comes up.
The monthly close, delivered.
Monthly close delivered by the 10th. Here’s what lands in your inbox.
Closed, reconciled books
Every account categorized and reconciled, with no loose ends carried into next month.
Your financial statements
Profit & Loss, Balance Sheet, and a cash summary — the numbers you actually use.
A plain-English recap
A short note on what the month’s numbers say, and anything worth a second look.
Your data, handled carefully.
I only ask for the access I need to do the work — and never by email.
Read-only where possible
Bank feeds and software connect with limited or read-only access through encrypted connections.
Secure document portal
Receipts and statements move through a secure portal with multi-factor authentication.
You keep ownership
Your QuickBooks or Xero file is yours, always. Leaving (you won’t) is as easy as joining.
Your stack, connected and tidy.
We keep your books clean & tax-ready. Your CPA files your taxes.