What It Looks Like to Work With Us

Step 1 – Quick Fit Determination

Lets have a short phone call to get to know each other and see if we’re a good fit. This is casual and pressure-free—it’s just about making sure we can truly support your business needs. Call now 757-585-3305.

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Step 2 – Discovery Call

If we’re a match, we’ll schedule a deeper conversation to learn more about your business, your goals, and your current bookkeeping process. This helps us understand where you are now and where you’d like to be.

Step 3 – Proposal & Diagnostics

We’ll run a diagnostic review of your books using a few key reports (like your balance sheet and profit & loss) to spot opportunities and challenges. Then we’ll prepare a detailed, accurate proposal that outlines the service level and add-ons that fit your needs. Our goal is to get you a proposal within 5 business days so we can continue to work towards getting bookkeeping tasks off your to do list.

Step 4 – Engagement & Onboarding

Once you’re ready to move forward, we’ll handle the onboarding process together—getting systems in place, cleaning up any past issues, and setting you up for success. From there, you’ll have renewed focus and peace of mind, knowing your bookkeeping is taken care of.