Your quote is not an estimate. Our quotes are a flat fee per month which includes services tailored to meet your specific needs. Our fee is all-encompassing and unless circumstances change, there will be no hidden costs or miscellaneous fees. We are not a traditional accountant that you see once per quarter or year - we are an extension of your team.

Step 1

Please complete our New Client Questionnaire to help us gain a better understanding of your current business needs. Upon receipt of the questionnaire, we will schedule a complimentary consultation to discuss your business needs.

Step 2

Before we can put your books in order and begin automating monthly accounting tasks, we will review the current state of your accounting system. This involves giving our firm accountant access to your Quickbooks Online File for review. We will provide you with a detailed report outlining recommendations and a quote for monthly services. You can decide to keep the report and continue bookkeeping yourself or choose between our monthly virtual accounting or business advisory services.


Get Started
Once you accept our proposal, our accounting team gets to work. We will send a list of items needed to begin monthly accounting services which typically include bank statements, credit card statements and payroll records. We are a cloud based firm and can easily obtain these documents from you no matter where you are located.