From quote to balanced books
A predictable four-stage workflow designed for small businesses handling over 100 monthly transactions in QuickBooks Online.
The onboarding sequence
Quote and file access
Fixed monthly quote
Agreement and invoice
Monthly reconciliations
Tell us your transaction volume and whether you already use QuickBooks Online. We join your existing file or guide initial setup.
We inspect your historical ledger to determine typical activity and provide a locked flat monthly price. Catch-up work is quoted separately.
Review and electronically sign our concise service agreement. Monthly invoices are due on the 1st through Zelle or Venmo with zero fees.
We reconcile every account and close your books directly inside your QuickBooks Online file, keeping your ledger perpetually tax-ready.
Standard operating standards
Direct, predictable terms designed to protect your operational independence and ensure total transparency.
Quarterly volume reviews
Optional bank access
Zero-notice cancellation
Your monthly rate stays locked through ordinary volume shifts. We review transactions quarterly, and your fee changes only if you explicitly agree.
If your bank feeds connect reliably in QuickBooks Online, direct bank logins are never required. Read-only statement access remains entirely optional.
End service at any point without advance notice. If monthly work has not started, receive a full refund; active work retains just 20%.
Clean ledgers for your business
Submit your estimated monthly transactions and current QuickBooks status to receive a fixed quote within one business day.