How It Works

From signed agreement
to first close in two weeks.

A streamlined process designed to get you up and running fast — with full visibility at every step. Timeline depends on company stage and cleanup needed.

How It Works

From signed agreement
to first close in two weeks.

01
Discovery Call
30 minutes to understand your business, pain points, and goals. We'll tell you exactly what we'd recommend and what it costs — no pressure, no obligation.
02
Financial Health Audit
We review your current books, systems, and processes. You receive a written findings report and a 90-day remediation roadmap.
03
Onboarding & Setup
System configuration, access setup, and your first close workflow. Fully onboarded and operational within 5 business days.
04
Ongoing Delivery
Monthly close in 10 business days. A dedicated partner as your direct contact. Full visibility into every deliverable via your client portal.

Most clients reach their first close within two weeks of signing — for companies with clean, current books and no historical cleanup required.

STEP 01 Discovery Call 30 minutes
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What happens

This is a working call, not a sales call. We'll ask you about your business, your current financial setup, and the specific problems you're trying to solve. You'll ask us about our process, our team, and our pricing. By the end, both sides should know whether it's a fit.

What we'll cover

  • Your current bookkeeping or financial setup (tools, who's doing it, how it's going)
  • Your monthly transaction volume and business complexity
  • What's broken, missing, or stressing you out
  • Which services make sense for where you are
  • Ballpark pricing for what we'd recommend

What you'll walk away with

A written proposal within 24 hours of the call. The proposal includes a recommended service scope, a fixed monthly price, and a clear description of what we'll deliver. No pressure to sign — take the time you need.

How to prepare

You don't need to prepare anything formal. If you have easy access to your current accounting software or can pull up your most recent P&L, that's helpful but not required. We'll figure out what we need to know.

FAQ for this step
Q: Will I get a price on the call?
Yes. We give ballpark pricing on the call and a firm written proposal within 24 hours. We don't use "request a custom quote" as a way to avoid pricing conversations.
Q: Who will I be talking to?
A founding partner — the same person who would run your engagement.
Q: What if I'm not sure which services I need?
That's what we're there for. Tell us what's not working and we'll recommend what makes sense. We won't upsell you into services you don't need.
STEP 02 Financial Health Audit 2–3 business days
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What happens

Before we begin ongoing work, we review your current financial situation. This gives you a clear picture of where things actually stand and allows us to confirm the right scope for your engagement.

What we review

  • Your current accounting software and setup
  • Recent account activity and reconciliation status
  • Chart of accounts structure
  • Historical bookkeeping quality and any known issues
  • Outstanding items: unreconciled transactions, unclassified expenses, missing documentation

What you receive

A written findings report delivered within 3 business days, including:

  • A plain-language summary of what we found
  • A prioritized list of items to address
  • A 90-day remediation roadmap (if applicable)
  • Confirmation of scope and pricing for your ongoing engagement

Cost

The Financial Health Audit is included at no charge for clients proceeding with an ongoing engagement.

FAQ for this step
Q: What if my books are a complete mess?
That's one of the most common situations we walk into. Don't be embarrassed — the audit tells us exactly what cleanup is needed and whether that affects your timeline or pricing. We'll tell you clearly and give you options.
Q: What access do you need?
We'll need access to your accounting software and recent financial records. We'll tell you exactly what we need before we begin — nothing more than what's required to do the review.
Q: What if the audit turns up something serious?
We'll tell you immediately and clearly. If there's something that needs attention — whether it affects your current setup, your timeline, or how we scope the engagement — you'll hear from us right away with a clear explanation and next steps.
STEP 03 Onboarding & Setup ~2 weeks
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What happens

Once your engagement letter is signed and your audit is complete, we move into setup. The goal is to have you fully operational before your first close cycle begins.

What we handle

  • Accounting software configuration or cleanup per audit findings
  • Chart of accounts restructuring if needed
  • Integration setup (bank connections, payroll, payment processors)
  • First close checklist documentation specific to your business
  • Client portal setup and access provisioning
  • Onboarding call with your dedicated partner

What you need to do

  • Sign your engagement letter
  • Complete our onboarding intake form (approximately 20 minutes)
  • Grant access to the systems we've identified (we'll walk you through exactly what we need)
  • Set up your monthly retainer payment

That's it. We handle everything else.

FAQ for this step
Q: What if I'm switching from another bookkeeper or firm?
We handle the transition. We'll coordinate with your prior bookkeeper or firm (with your authorization) to collect files, records, and any working papers we need.
Q: What if I don't currently use an accounting software?
We'll set up the right platform as part of onboarding. If you're currently in a spreadsheet or a different tool, we'll evaluate the best path forward and handle the setup.
Q: I'm nervous about giving anyone access to my financials. How do you handle security?
We use role-based permissions wherever possible, document every access point in your onboarding summary, and our engagement letter includes a data security section outlining our obligations. We'll walk you through exactly what we have access to and why before anything is connected.
STEP 04 Ongoing Delivery
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What happens

Once you're onboarded, the engagement runs on a consistent monthly rhythm. Here's what a typical month looks like:

The monthly close cycle

TimelineWhat happens
Month-endReconciliation and close process begins
Days 1–4Transaction review, categorization, and reconciliation
Days 5–7Financial statement preparation and analysis
Days 8–9Partner review of all deliverables
Day 10Final package delivered to client

How we communicate

  • Your dedicated partner is reachable via email or Slack (your preference)
  • Response time: same business day for most items, within 24 hours always
  • Deliverables vary by engagement tier and are documented in your engagement letter

Your client portal

All deliverables, historical reports, and shared documents are available in your client portal at any time. You don't need to email us to find last month's financials.

FAQ for this step
Q: What if something comes up mid-month that needs attention?
Reach out directly to your partner. Questions within your engagement scope are part of the service. If something requires significant additional work outside scope — a capital raise, a new entity, an audit prep — we'll discuss scope and pricing before starting.
Q: Can I add services after we've started?
Yes. Services are added by a scope amendment to your engagement letter. Pricing is agreed in writing before any new service begins.
Q: What does offboarding look like if I want to end the engagement?
30 days written notice. We'll ensure you have clean, well-documented books and full access to everything. We'll provide a transition summary document your next firm can use to get up to speed quickly. We don't make it hard to leave.

Ready to get started?

The discovery call takes 30 minutes. The proposal follows within 24 hours. Most clients reach their first close within two weeks of signing. There's no obligation until you sign an engagement letter.

Book a free discovery call → Have a question first? Email us.