Your Onboarding
Journey

Within 1 business day

We begin with a session to understand your specific business challenges, whether you need basic bookkeeping or advanced AI automation.

Identify your goals and current pain points.

2–3 business days after call

Based on our call, we provide a tailored proposal choosing from our Starter, Growth, or Enterprise tiers.

Define the scope of work and services required.

When you're ready to proceed

Once you approve the proposal, we finalize a Statement of Work and Service Agreement.

Formalize our partnership and establish the subscription billing cycle.

Within 24 hours of signing

We set up your authorized account in our secure client area to ensure all future communication and data sharing are protected.

Establish secure authentication and access controls.

Within 1 business day of portal setup

To perform our analysis, you will provide authorized links to your financial documents (e.g., via Google Sheets or OneDrive).

Securely bridge your data with our reporting tools.

1 to 4 weeks depending on data volume

For businesses with historical records that need organizing, we perform an intensive cleanup project to bring your books up to date.

Ensure a clean slate for future quality and accuracy.

Ongoing recurring monthly service

Once cleanup is complete, we transition into recurring management of your ledgers, reconciliations, and transactions.

Maintain continuous operational excellence in your records.

Within the first few business days of the following month

At the end of each cycle, we deliver your financial statements and custom data dashboards (e.g., Power BI or Excel).

Provide the practical knowledge you need to make better decisions.