1
Intro call
A brief consultation to understand your entity type, current tools, and goals. We recommend a service plan.
How it works
A clear path to organized records
Simple onboarding and a predictable monthly rhythm.
2
Secure onboarding
Share records through our encrypted portal. We organize historical data and configure your workspace.
3
Monthly reporting
Each month you receive organized books, a summary report, and a status overview with notes on next steps.
4
Quarterly check-in
A scheduled review call each quarter to discuss payroll updates, filing preparation, and planning ahead.
5
Year-end filing
Returns prepared from organized records. Extension requests handled in advance when appropriate.
Tools we work with
We integrate with the platforms you already use — no forced migrations.
- QuickBooks Online & Xero
- Gusto, ADP, and Rippling payroll
- Stripe, Shopify, and Amazon seller accounts
- Bill.com and Ramp for expense management
Start with a conversation
Tell us about your business and current setup.