How We Deliver . . .



We provide excellent bookkeeping services using Intuit QuickBooks Online, an accounting software that helps organize, save time and earn more.


Our payroll services are managed through Gusto, a dynamic full service payroll system that provide compliance and leading technology.

Client Portal

Client data is important to us so we manage our client critical documents through our SmartVault Client Portal.

Bookkeeping Client Onboarding Process

Our goal is to ensure you get everything your business needs in a bookkeeping partner!

Below is a brief description of our onboarding process to get your books caught up and onto a regular maintenance schedule. During all phases of your project it will be very important that you get back to us with requested information in a timely manner, which will vary based on the size and complexity of your project. If at any time you have questions, please contact us.


Phase 1: Client Discovery

During this process, we will work to learn as much as we can about the status of your bookkeeping process and so that we have a full understanding of your needs. Some of the work that will be done during this time is:

  • Review current state of books and other documents

  • Identify and document any existing issues

  • Get clear ideas of workflows and key responsibilities

  • Customize a plan for cleanup/setup phase of the project


Phase 2: Cleanup/Setup

Here’s where we get into the meat and potatoes of the project and things really start moving. We are going to begin the process to get you setup with QuickBooksOnline and other software apps as best fit your needs. We will also spend time with you making sure you have a great understanding of the new tools you will be using. Here are the processes that will be completed during the setup/cleanup process:

  • Perform tasks that need to be done before transitioning bookkeeping to the new system

  • Set up of Software

  • Client software training appointment


Phase 3: Catch Up

This can be the most time-consuming part of the process but most of the work will be on us. We will go through your books and make sure that all transactions are settled correctly, and reconciliations are complete through the end of the last completed month.

Depending on where your business is in the bookkeeping process, this phase can be just a couple weeks or a couple months. We have seen it all! Never feel shy or embarrassed to ask for help if you are behind; you are making the right move.

Catch Up/Setup Project Complete

You are now setup with a current bookkeeping system and are ready to transition to our customized monthly solutions option.