Working With Us

We meticulously design our client-facing processes, and we carefully select our client-facing technology based on several factors including convenience, accessibility, security, and time savings for you.


Becoming a Client

Step 1

Step 1

Getting to Know You

We start with a discovery call. We’ll learn about you and your specific needs, and you’ll learn a little about us. We’ll see if we’re a good fit for working together.

Step 2

Step 2

Recommend Solutions

We’ll recommend services customized to meet your specific needs. You’ll get up-front pricing, so you’ll know exactly what you’ll pay before work begins.

Step 3

Step 3


We’ll provide you with a fixed-price agreement that clearly defines what you’ll get, what we need from you, and pricing.

Step 4

Step 4


We’ll guide you through our streamlined onboarding process designed to make working together as smooth as possible.

Step 5

Step 5


We’ll get to work on your customized solutions and keep you updated along the way.

Step 6

Step 6

Questions for Us?

If you have questions or need some advice, we’re here for you. Send a secure message anytime or schedule a phone call or Zoom session at your convenience.

How We Work Together

Working together is a team effort. We rely on you (or someone you appoint) to timely provide us the information we need. You rely on us:

  • To get your books ship shape
  • To keep them that way
  • To help you streamline your accounting processes
  • To provide you financial statements
  • To answer questions you have

How We’re Different

We offer a choice of customizable packages

We focus on service, construction and real estate companies

You benefit from modern, cloud-based tools and processes

We use plain language

You get an up-front, fixed price before work begins

Advanced Certified QuickBooks® ProAdvisor

We help you go paperless

We are collaborative and responsive


Most self-employed accountants and bookkeepers will bill you by the hour. We think that’s unfair. Paying by the hour means you have no idea how long the job will take and, therefore, how much your total cost will be until after the work is completed. If they make mistakes or take longer, you pay more. That doesn’t seem right to us.

A fairer way to price: We provide an up-front, fixed price for our services based the scope and complexity of your specific situation as well as your preferences for various options. This way, you can budget and plan. You know with certainty what it is going to cost. If the work takes longer, that’s our problem… not yours.

We know there is no such thing as a one-size-fits-all solution. Every business is unique. So, for most services, we give you a choice of packages, and each of those packages can be further tailored so you get exactly what you want.

We stand behind the quality and professional nature of the services that we offer. All our services are backed by our service and price guarantee.

Ready to get started?