How We Work Together

Most clients begin with a QuickBooks® Online CheckUp. From there, we decide together what support will help bring your books back on track and keep them that way.

Our 4-Step Process

We've refined our process over years of helping businesses like yours. Here's exactly what to expect.

1

Bookkeeping CheckUp

2-hour remote working session

What we do:

  • Review your QuickBooks® Online books together in real time
  • Walk through areas that feel confusing or uncertain
  • Identify issues, workflow gaps, and priorities
  • Answer your questions and explain what we're seeing
  • Fix small issues on the spot when appropriate
  • Note larger items that may require deeper cleanup

You receive:

  • A 2-hour live remote working session
  • A recording of the session
  • A next-steps summary email with options for moving forward
  • Two weeks of brief post-session support
Start with a CheckUp →
Step 1
2

Bookkeeping Reset

Typical project timeline: 4–6 weeks

What we do:

  • Review and revise historical transactions where needed
  • Reconcile bank and credit card accounts
  • Resolve inconsistencies affecting your reports
  • Identify workflow issues that contributed to the problems
  • Communicate progress as the work is completed

You receive:

  • Books carefully reviewed and revised for you
  • Reconciled bank and credit card accounts
  • Reports you can trust
  • A stable foundation moving forward
Step 2
3

Bookkeeping Routine Building

Three months of structured guidance

What we do:

  • Complete monthly bank and credit card reconciliations
  • Review your books on a regular schedule
  • Provide feedback on how transactions are being handled
  • Answer questions as you manage transactions
  • Help you build clear, repeatable bookkeeping routines

You receive:

  • Bank and credit card reconciliations completed for you
  • Monthly review of your books
  • One-on-one check-in meetings and training
  • Ongoing feedback and guidance
  • Growing confidence managing your books
Step 3
4

Ongoing Bookkeeping Support

Optional monthly engagement

What we do:

  • Review your books each month
  • Reconcile bank and credit card accounts
  • Identify potential issues early
  • Answer bookkeeping questions as they arise
  • Provide guidance as your business evolves

You receive:

  • Monthly expert review of your books
  • Bank and credit card reconciliations
  • Ongoing bookkeeping guidance
  • Confidence your books stay on track throughout the year
Step 4

Typical Timeline

Month 1

Bookkeeping CheckUp

Review books together. Ask questions. Get clear next steps.

Months 2–3

Bookkeeping Reset

Books revised for you. Reports you trust.

Month 4

Bookkeeping Routine Building

Strengthen bookkeeping routines. Grow confidence.

Month 5+

Ongoing Bookkeeping Support

Stay on track with expert support.

Where Most Clients Start

The first step is a QuickBooks® Online CheckUp, where we review your books together and identify what needs attention.

Start with a CheckUp →Schedule an Intro Call →