Four steps, each with a clear finish line. You'll always know what happens next, what we need from you, and how long it takes.
Book a Bookkeeping Diagnostic See packagesWhat happens: We review your current books, find what's behind or broken, and document it.
What we need from you: Invitation-based access to your accounting file and recent statements. We never ask for your passwords.
You receive: A written findings summary and one fixed quote — $250–$500 for the diagnostic, credited toward onboarding if you proceed.
What happens: If past months need catching up or correcting, we do it as its own project, in monthly batches.
What we need from you: Statements and documents for the months in scope, and answers to one consolidated question list.
You receive: Books that are current and reconciled, with finished periods locked.
What happens: Accounts connected securely, your chart of accounts standardized, monthly deadlines set.
What we need from you: Secure invitations to your bank feeds and files — view-only where available.
You receive: A clean starting line and a monthly rhythm everyone can plan around.
What happens: We categorize, reconcile, close, and prepare your report package.
What we need from you: Documents in by the 3rd business day of the month.
You receive: Your report package by the 12th — summary, statements, and the numbers that matter — every month.
Questions arrive as a single consolidated list each month — never a drip of random emails. You answer once; we get back to work.
Invitation-based access only, view-only bank connections where available, multi-factor authentication on everything. You can remove our access at any time.
Reports land by the 12th when documents arrive by the 3rd business day. Late documents move the report date day-for-day — stated up front, never used as a surprise.
Book a diagnostic and get a written assessment of your books plus a fixed quote. No pressure, no hourly billing, no surprises.
Book a Bookkeeping DiagnosticBased in Brandon, Florida — serving businesses throughout Tampa Bay and remotely across the United States. We reply within one business day.