How long is the process from initial contact to agreement?

After your initial contact, we’ll respond within 24 hours to schedule a 30-minute discovery call. During this conversation, we’ll review your needs at a high level and narrow down exactly what you’re looking for. If more details are needed, we may schedule additional follow-ups. Once we have the necessary information, we’ll take up to 72 hours to develop tailored service options for you to review. If one of the options is a fit, we’ll move forward with a formal statement of work and a draft agreement for your review. In most cases, we can begin evaluating and mapping your financial environment within one week of your first outreach.

What technologies do you support?

We primarily specialize in QuickBooks Online, offering full-service bookkeeping and financial management through this trusted platform. In addition, we provide support and integration services with Microsoft and Google Workspace products, helping streamline your financial workflows, reporting, and document management. Our goal is to create an efficient, cloud-based environment tailored to your business needs.

How much does your services generally cost?

Our pricing is tailored to your business needs. It typically includes an initial cleanup fee followed by ongoing service options — available as monthly or annual retainers. Costs are calculated based on factors such as transaction volume, industry type, and the level of service required. This may include financial analytics, tax preparation, financial statements, accounts payable/receivable management, and payroll services. We’ll work with you to build a package that fits your operations and goals.