How It Works
Getting started is easy. We'll have your books organized in no time.
Simple 6-Step Process
From first call to clean books — we make it seamless.
Step 01
Free Consultation
We discuss your needs & find the right fit.
Our 6-Step Process
From first call to ongoing monthly support
Free Consultation
We discuss your business, current bookkeeping setup, and what you need help with — no pressure, no obligation.
Client Onboarding
Securely share access to your accounting software and bank/credit card statements through encrypted portals.
Secure Document Collection
Send prior-year financials, receipts, loan docs, or any records we need to get started — all through secure, encrypted channels.
Bookkeeping Setup
We review everything, set up your chart of accounts, and organize your books for clean, accurate record-keeping.
Monthly Reporting
Each month we reconcile your accounts, categorize transactions, and deliver clear financial reports.
Ongoing Support
You get clean books every month, clear insights into your business health, and responsive support whenever you need it.
Software We Work With
Frequently Asked Questions
Everything you need to know before getting started
Most clients are fully set up within 3–5 business days after we receive your documents and software access. If your books need catch-up work, we'll give you a timeline during the initial consultation.
No. We work with QuickBooks, Xero, Wave, Sage 50, FreshBooks, and more. If you're happy with your current platform, we'll work within it. If you're not sure which to use, we can recommend the best fit for your business.
That's exactly what our catch-up and cleanup service is for. We'll assess how far behind you are, provide a flat-rate quote, and get your books caught up and accurate — no matter how messy they are.
We use secure, encrypted platforms for sharing sensitive information. You'll never need to email bank statements or financial documents unprotected — we'll walk you through the secure process during onboarding.
We transition you into ongoing monthly bookkeeping. Each month we reconcile your accounts, categorize transactions, and deliver financial reports. You'll always know where your business stands.
Yes. Monthly packages are month-to-month with no long-term contracts. We believe in earning your business every month — if you ever need to pause or cancel, just let us know in writing.
Ready to Get Started?
Schedule a free 30-minute consultation with Autumn Rodriguez and see how clean books can transform your business.