You take the first step to stress-free accounting by submitting the Get Started form

We schedule a meeting to talk about your business and you.

Tell me everything you’re looking for in an accounting firm, your pain points, ideas for the future. Everything!

I’ll also provide a rough estimate of the monthly price at the end of this meeting.*

If we’re the right fit for you, we keep moving along!

Within 48 hours of our Get to Know You meeting, I’ll send you a step-by-step to-do list along with your first invoice and an engagement letter. The to-do list contains items I’ll need in order to begin reviewing your books. I’ll assess cleanup work and provide a better timeline of how long this step should take.

Ideally, the “onboarding” work should take less than 1 month, however, this is subject to change as I dive in. I will keep you updated on progress and potential delays. In this phase, communication is crucial!

Please expect to have recurring weekly (if not-bi-weekly) meetings during this phase.

Your first invoice must be paid and the engagement letter must be signed before any work can proceed.

Once your books are clean and all accounts have been explained, we’ll move into the regular recurring work.

At the end of the onboarding work phase, I’ll send a separate engagement letter outlining the scope of work and your recurring monthly fee.

Before signing, I am happy to meet to discuss any questions you might have.

Once the engagement letter is signed and your recurring payment has been setup, the recurring work can begin!

Payments for monthly work will be setup on auto-pay using the method of your choice (payment options will be provided when you pay your first invoice). We do not accept checks.