From first call to onboarded team
A straightforward path to adding capacity — typically two to three weeks from consultation to your first delivered files.
Consultation
We learn your firm's workflow, the software and templates you use, and the specific capacity you need — bookkeeping overflow, tax season support, or an ongoing dedicated team.
Scoping & Proposal
A clear, written proposal outlining the services, the team assigned, engagement terms, and timelines — no ambiguity about what you're getting.
Onboarding
We set up secure access, review your firm's checklists and review standards, and align on your first batch of client files before any work begins.
Ongoing Delivery
Recurring, on-schedule delivery with a direct line to your dedicated team — plus regular check-ins to adjust capacity as your firm's needs change.
Consultation
We learn your firm's workflow, the software and templates you use, and the specific capacity you need — bookkeeping overflow, tax season support, or an ongoing dedicated team.
Scoping & Proposal
A clear, written proposal outlining the services, the team assigned, engagement terms, and timelines — no ambiguity about what you're getting.
Onboarding
We set up secure access, review your firm's checklists and review standards, and align on your first batch of client files before any work begins.
Ongoing Delivery
Recurring, on-schedule delivery with a direct line to your dedicated team — plus regular check-ins to adjust capacity as your firm's needs change.
Start with a consultation
Tell us about your firm — we'll follow up within one business day.
Request a Consultation