A simple process from the start

Getting started with your bookkeeping is easier than you think

You do not need perfect books before reaching out. We will learn about your business, review your current setup, and give you clear pricing before you decide whether to move forward.

What to expect

The goal is to keep the process straightforward, transparent, and low pressure.

1

Start with a short call

We will talk about your business, how you currently handle bookkeeping, and what you would like help with.

  • What your business does
  • Which bookkeeping system you use
  • What is taking too much time
  • What you want from a bookkeeper
2

We review your current setup

If it looks like we may be a good fit, we will review enough of your bookkeeping to understand the actual work involved.

  • Connected bank and credit card accounts
  • Reconciliation status
  • Payroll and sales tax activity
  • Any cleanup or catch-up needs
3

You receive clear pricing

We will send a written proposal showing the monthly fee, any one-time cleanup or setup work, and exactly what is included.

  • Fixed monthly pricing
  • Separate project pricing, if needed
  • No obligation to move forward
  • No surprise hourly billing
4

We set up a simple system

Once you approve the proposal, we will schedule onboarding and create a clear monthly process for your bookkeeping.

  • Connect accounts and software
  • Confirm bookkeeping responsibilities
  • Review reporting and tax needs
  • Establish an easy document process

What should you expect to pay?

These are starting points for straightforward small businesses. Your exact price is confirmed after we review your setup.

Startup Bookkeeping

Starting at $275/month

One-time setup fee starting at $400

Core Bookkeeping

Starting at $450/month

Designed for established small businesses
Pricing may vary based on the number of accounts, transaction volume, payroll, reporting needs, sales tax requirements, and the current condition of your books. Cleanup and catch-up bookkeeping are quoted separately as fixed-price projects.

What happens when you call?

The first call is a conversation, not a sales presentation. We will ask a few questions, explain how our services work, and answer your questions.

  • Usually about 20 to 30 minutes
  • No pressure to make a decision
  • No need to have perfect books
  • Clear next steps before the call ends

What should you have ready?

You do not need to prepare formal reports before the first conversation. It is helpful to know a few basics.

  • Your bookkeeping software
  • Number of bank and credit accounts
  • Whether you have payroll
  • Whether your books are up to date
  • Which services you are interested in

Ready to take bookkeeping off your plate?

Give us a call to discuss your business, your current bookkeeping, and the next best step.

Scheduling an introductory call does not create a client relationship or require you to purchase services.