How it works

Three steps to simply handled.

From your first call to your first close, here's exactly what happens.

01

Connect

We onboard your business and connect your bank accounts, credit cards, and payment processors. If you're switching from QuickBooks, a spreadsheet, or another bookkeeper, we handle the transition, including any historical catch-up work.

Dedicated accountant assigned
Accounts connected securely
Live within days
02

Trust

Every month, your accountant categorizes transactions, reconciles every account, and closes your books. Nothing is finalized without a human reviewing it. You're never guessing whether the numbers are right.

Monthly reconciliation
Books close on time, every month
03

See clearly

You get a monthly report on revenue, margin, and cash, with clear notes from your accountant. You always know where your business stands.

Monthly financial report
Accountant's notes included
Common questions

Before you switch.

How long does onboarding take?
Most businesses are fully connected within a week. Historical catch-up, if needed, is scoped during your first call.
What if I'm switching from QuickBooks or another bookkeeper?
Common. We handle the transition, migrate your history, and take it from there.
Do I still own my data?
Yes, always. It's your business and your books. We just keep them current and accurate.

Ready to get started?

Tell us about your business and we'll map out what onboarding looks like for you.

Tell us about your business