Evaluation and Setup

We know that getting started on your bookkeeping can be quite overwhelming. We make it our goal to take the pain out of the process. We want you to focus on building your business, not worrying about the bookkeeping. We do this through a 3-step process.


First, we meet to discuss your specific needs and goals. Then we recommend the best software for you:

  • Easy to use

  • Meets your current needs

  • Will grow with your business

Setup and Training

Only after a careful plan has been prepared do we move to the next step: set up and implementation of your software.

Then we meet with you to review the setup and train you on how to efficiently use your new accounting system.

Follow-up Support

That's not the end! Because we want you to be successful, follow-up support is included. We are here to help you get off to a good start!