A quick path to the right support.
How This Works
1
Meet & Greet
15-minute chat to learn more about your business and goals.
2
Onboarding Evaluation & Estimate
Review of financials, systems, and key business info; estimate provided.
This stage often starts with a retainer and is billed hourly.
3
Recurring Package Placement
After onboarding, we choose the right bookeeping/advisory package for your needs
"Jess sends up positive thinking sticky notes to help us from crashing out."
— KELLY, CLIENT
FAQs
Which accounting software do you work with?
work with QuickBooks Online, QuickBooks Desktop, and Xero. If you’re using something else, we can talk through whether it’s a good fit or if migrating to one of these platforms would make your life easier.
How quickly can I see improvements in my bookkeeping process?
Many clients notice faster turnaround and cleaner reports within the first month after onboarding, especially after we review your processes and tech stack. Some even reduce bookkeeping time by up to 20%!
Do you offer ongoing support or only project-based help?
I provide both. After onboarding, we set up a recurring package that fits your business needs, but you can always add on services or consult hourly for strategic advice as things evolve.