About an hour of your time, ever
That's the honest total for onboarding. After that, your part of "doing the books" is reading a short email once a month and answering the occasional question. Here's the whole journey.
Getting started
Say hello (30 min)
A free video call. We look at where your books and taxes stand, tell you which plan fits (or that you don't need us yet, which happens and we'll say so), and you leave with a flat written quote either way.
Connect your accounts (~30 min)
You connect bank and card accounts through secure, read-only feeds, share access to your bookkeeping software (or we set up a fresh QuickBooks or Xero file), and upload last year's tax return to your portal. That's the hour, and it's the whole hour.
We tidy your books (1–2 weeks)
We set up or clean up your chart of accounts, bring any backlog current, and send you a summary of what we found and fixed. If there's serious history, we'll have quoted catch-up in step one: no surprise additions.
The monthly rhythm
Early in the month
We close last month's books: categorize, reconcile, and double-check anything odd. If we have questions, they arrive as one tidy batch you can answer from your phone.
Mid-month
Your financial statements land in your inbox with a plain-English note about what moved and why. That's by the 20th business day on Starter, the 15th on Standard, and the 10th on Premium.
Quarter and year-end
Estimated tax payments calculated and reminded before they're due. At year-end, your return is prepared from books we already trust, usually without asking you for a single document.
What we work with
Bookkeeping: QuickBooks Online and Xero, in accounts you own, so your data is always yours.
Payroll: Gusto and ADP. We coordinate the setup and keep payroll synced with your books.
Documents: a secure client portal for uploads, returns, and statements. No tax documents in email, ever.
Meetings: video calls, scheduled from a link, at times that respect your time zone. No office visit required, from anywhere in the US.
Step one is a friendly conversation
Thirty minutes, no obligation, and you'll leave with a written quote and an honest recommendation, even if it isn't us.