How it Works
Free, 30 minutes. I learn about your business, your current setup, and what's not working. No pitch, just listening.
1. Discovery Call
Within 3–5 business days you'll receive a written proposal with a clearly defined scope, deliverables, and a flat monthly investment. No hourly billing, no surprises.
2. Proposal
I'll review your current books, get access to your accounts, and establish a communication rhythm that works for your schedule.
3. Onboarding
Monthly deliverables on a predictable schedule. You always know what's coming, what it costs, and who's doing it.
4. Ongoing
Engagement Terms
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Contracts: Month-to-month with 60 days written notice to cancel. No long-term commitments.
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Billing: Invoiced on the 1st of each month, due within 10 days. ACH and credit card accepted.
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Software: QuickBooks Online, Xero, or other platform subscriptions are billed directly to you.
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Response Time: All active client messages returned within one business day.
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Confidentiality: Your financial information is kept strictly confidential in accordance with AICPA professional standards.
Ready to Get Started?
Schedule a free discovery call and find out what your books could look like with a CPA on your team.