No obligation
Find out what you actually made last month.
Send one month of bank and credit card statements. We will send back a completed proof of cash and your real profit for that month. No software to install, no contract, nothing to cancel.
Step one
Send us the statements.
Phone
Email or call. An online form is coming, but we would rather send you somewhere that reaches a person today.
Then what
If you move forward, this is the whole setup.
Five short tasks on your side. We handle everything after that.
- 01About 15 minutes
Fill out the onboarding form
A short questionnaire about your vendors, invoice types, and how you like things categorized, so we understand your business from day one.
- 02About 2 minutes
Grant QuickBooks access
Add us as an Accountant user on your QuickBooks Online company file. No passwords shared, just an invite.
- 03About a minute
Log into your dashboard
See your live portal and a preview of your reporting, with sample numbers clearly marked until your real data connects.
- 04About 5 minutes
Create your accounting inbox
Set up a single email address for accounting. It becomes the front door for every invoice, in and out.
- 05Ongoing
Point vendors and customers at it
Tell everyone who bills you, and update your outgoing invoices, to use the new address going forward.