We keep our process simple and transparent. From the first call to monthly close, you’ll always know what’s happening, what we need from you, and when you’ll see results. We’re based in Las Vegas and support businesses across the U.S., working inside tools you already use like QuickBooks Online, ADP, Ramp, and standard spreadsheets.
In a 20–30 minute call, we learn how your business runs today and what “good” looks like for you. We review your current stack (bank feeds, payroll, invoicing), pain points, and deadlines, such as cleanups, monthly bookkeeping, payroll setup, or entity questions. If you can, share view-only access or recent statements so we can do a quick health check. After the call you’ll get a clear summary with options, timelines, and an estimated budget, so you can pick the path that fits your goals and pace.
Discover moreWe translate your goals into a short, plain-English plan: scope, milestones, and ownership on both sides. Expect a week-by-week outline for onboarding and cleanup, what data we’ll need (bank statements, prior returns, payroll reports), and how we’ll communicate. You’ll also see pricing (fixed where possible), our reporting cadence, and the first calendar of deliverables: close dates, payroll runs, and expected review meetings. Nothing hidden; everything dated and trackable.
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Once you approve the plan, we get to work. Typical tasks include connecting bank feeds, organizing the chart of accounts, catching up historical transactions, setting up payroll, and documenting recurring workflows. You’ll receive brief progress updates and a running checklist, so you always know what’s done and what’s next. If something changes, such as new accounts or a deadline shift, we will adjust the plan with you in real time to keep everything moving.
Discover moreAfter onboarding, we operate a predictable rhythm: monthly close and reconciliation, simple dashboards, and proactive notes on cash flow, payroll, and taxes. We meet on a schedule that works for you (monthly or quarterly) and respond to questions within one business day. If you need a one-off project, such as a forecast, a budget, or a year-end package, we handle those as well, so you don’t have to juggle multiple vendors.
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