How our catch-up bookkeeping works
Our services are designed to give you clarity and focus so you can turn your vision into reality.
1
Discovery Call
We’ll learn about your specific needs and see if we’re a good fit for working together. No pressure. No judgments.
3
Strategy
We’ll craft a roadmap to meet your desired goals. Then we’ll recommend solutions customized to your specific needs and give you up-front pricing for all our services.
2
Diagnostic Review
The next step is for us to take a look at the state of your books to better assess your needs.
4
Catch-Up Bookkeeping
We’ll provide you with a service agreement clearly outlining our services and pricing and start the onboarding process to get all the information we need from you. We’ll work quickly to implement your customized solutions.
Not using QBO? No problem.
We’ll design and migrate your business financials over to QBO.
Our QBO Setup is seamless and handled entirely by our team. You won’t have to lift a finger. Plus, we’ll provide ongoing training and support.