How It Works
Our process is simple and straightforward, so there are never any surprises.
Our Process
Discovery Call
We start with a conversation to understand your business, your goals, and your challenges. This helps us create the right service plan for you.
Onboarding
Once we agree on a plan, getting started is simple. We'll send a straightforward agreement and securely connect to your financial accounts and software.
Initial Clean Up
If your books are behind, our first step is to get them caught up. We organize and reconcile all past transactions to build an accurate foundation for your finances.
Ongoing Work
Once your books are in order, we start our ongoing process. We handle all the bookkeeping, send you monthly reports, and offer additional support as you grow.
Our Core Services
Monthly Bookkeeping
We handle your day-to-day bookkeeping, sorting transactions and balancing your accounts to provide clear, accurate financial statements each month.
Payroll Management
We manage your entire payroll process, from calculating pay and handling deductions to making direct deposits and filing all necessary payroll taxes.
Fractional CFO
For owners who need high-level strategy. We go beyond daily bookkeeping to provide the forecasting, analysis, and expert advice you need to make confident, data-driven decisions.
Who Is This For
Our service is for business owners who are experts in their craft, not in bookkeeping. You're focused on your customers and your work, but the financial admin has become a major distraction.
We partner with businesses throughout the Inland Northwest who want a clear, accurate picture of their finances. We're here to provide the straightforward support you need to succeed.
What Would You Do with an Extra 20 Hours a Month?
Schedule a free, no-obligation call today to see how we can take bookkeeping completely off your plate.
