How it Works

Four Easy Steps to Accounting Relief

Step 1

Check Out Our Plans

We offer:

  • Three plans to fit businesses of all sizes
  • Add-ons customized to your business needs
  • Quickbooks set-up and support

Step 2

Book a Free Call

We make it easy to discuss your accounting needs

  • Find a time that works for you on our calendar
  • Fill-out a short questionnaire
  • We’ll send you a checklist to get ready for the call!

Step 3

Onboard Into Our System

Our onboarding process is quick and straightforward

  • We’ll send you your engagement letter
  • You’ll add us to your Quickbooks
  • We’ll add you to our file-sharing system

Step 4

Sit Back and Relax!

Your work is done!

  • We will keep in touch at least once a week
  • We will send your deliverables on time
  • We will send reminders when it is time to book your monthly and quarterly calls

Our Services

We offer a solution to your accounting headaches, all in one place. Get the support of an entire accounting department for less than the cost of one part-time employee.


Advisory & Analysis


On-Demand Support

Tax Preparation

Tax Planning

Amazing Add-Ons


Stop doing mundane tasks. We will automate and optimize all of the back-office tasks in your business.


Don't waste your time pouring over bills and hassling customers for payment. We will pay and collect all invoices for you.

Entity Creation

Paying too much in taxes? We will create the perfect business structure to help you mitigate taxes and build wealth.

Schedule a Call Today!