How It Works
A structured, transparent process—from first call to ongoing partnership. Here's what to expect when you work with us.
The Onboarding Process
Five steps from alignment call to ongoing financial partnership.
Discovery & Alignment Call
Discovery & Alignment Call
Understanding your goals and complexity
Understanding your goals and complexity
A focused conversation to understand your business, financial pain points, and goals. We assess complexity, discuss fit, and determine the right level of support.
- Review current financial setup and pain points
- Understand business model and entity structure
- Discuss goals and timeline expectations
- Determine appropriate service tier
Onboarding & Systems Access
Onboarding & Systems Access
Setting up for success
Setting up for success
We collect access to your systems and documentation, set up our workflows, and establish communication channels for a smooth working relationship.
- QuickBooks Online access and review
- Bank and credit card feed connections
- Historical document collection
- Communication and reporting preferences
Cleanup & Baseline Close
Cleanup & Baseline Close
Your first clean month
Your first clean month
We stabilize your books, clean up any backlog, and deliver your first accurate, complete monthly close—establishing the baseline for everything that follows.
- Historical cleanup and catch-up (if needed)
- Chart of accounts optimization
- Reconciliation of all accounts
- First complete monthly close delivered
Monthly Close Rhythm
Monthly Close Rhythm
Consistent, reliable financials
Consistent, reliable financials
With your books stabilized, we establish a predictable monthly cadence—delivering management-ready financial statements on time, every month.
- Close calendar with clear deadlines
- Monthly P&L, balance sheet, cash flow
- Reconciliations and journal entries
- Consistent delivery by agreed date
Advisory Cadence
Advisory Cadence
Strategic financial partnership
Strategic financial partnership
Beyond the books, we provide ongoing strategic insight—monthly or quarterly calls to review performance, discuss forecasts, and support key decisions.
- Monthly or quarterly strategy sessions
- KPI review and trend analysis
- Cash flow forecasting updates
- Decision support as needs arise
Typical Timeline
Most clients reach their first clean monthly close within 30–60 days.
Kickoff & Access
- Alignment call completed
- Systems access granted
- Document collection begins
Cleanup & Stabilization
- Historical cleanup (if needed)
- Chart of accounts review
- Initial reconciliations
First Clean Close
- First complete monthly close
- Management statements delivered
- Close calendar established
Monthly Rhythm
- Consistent monthly deliverables
- Advisory cadence begins
- Continuous improvement
What We Need From You
To get started quickly and efficiently, please have the following ready.
QuickBooks Online Access
Admin-level access to your QBO account
Bank Statements
Last 12 months of bank and credit card statements (or read-only access)
Prior Financial Records
Prior-period financials, tax returns, and any existing reports
Key Contacts
Contact info for your CPA, attorney, or other advisors we'll coordinate with
Time for Kickoff
30-minute kickoff call to align on priorities and communication preferences
Don't have everything ready? No problem. We'll guide you through document collection during onboarding.
Ready to get started?
Schedule a Financial Alignment Call to discuss your needs and see if we're the right fit.
Schedule a Call