You're on the plan

Payment received.

Your $499/month subscription is active. Someone will be in touch within one business day to confirm what your business does and which accounts matter.

What happens next

Five short tasks on your side. We handle everything after that.

1. 01

   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.

   About 15 minutes
2. 02

   Grant QuickBooks access

   Add us as an Accountant user on your QuickBooks Online company file. No passwords shared, just an invite.

   About 2 minutes
3. 03

   Log into your dashboard

   See your live portal and a preview of your reporting, with sample numbers clearly marked until your real data connects.

   About a minute
4. 04

   Create your accounting inbox

   Set up a single email address for accounting. It becomes the front door for every invoice, in and out.

   About 5 minutes
5. 05

   Point vendors and customers at it

   Tell everyone who bills you, and update your outgoing invoices, to use the new address going forward.

   Ongoing