How it works

STEP 1: Discovery Call

Click "Book Appointment" to schedule a short call where we will identify your exact needs and explore the services that we offer to determine if we are a good fit.

STEP 2: Diagnostic Review

Following our call, you will then be asked to provide access to your QuickBooks Online account (if you are already setup) alongside the company’s past 3 months’ bank and credit card statements.

Using the transactions listed in the statement, we will carry out an assessment to determine the best manner in which we can support your bookkeeping processes’.

Based on the results, you will be provided with a customized proposal and quotation for our services.

STEP 3: Ongoing Bookkeeping Services

To ensure client satisfaction, ongoing communication is key.

Just because you've outsourced your books, doesn't mean that you won't hear from us. Once onboarded, we will be available for any bookkeeping queries that you have throughout the month whilst we work on your books.

Based on your preferences, the transactions will be updated in your company’s QuickBooks Online account.

Depending on package selection, you will then be provided with the monthly financial reports listed below that should allow you to keep a close eye on the big picture financial performance of the business whilst taking a hands off approach to the detailed bookkeeping that we provide:

  • Income Statement (P&L)

  • Balance Sheet

  • Cash Flow Summary

All clients also get monthly bank and credit card reconciliations.