HOW IT WORKS
What to expect, from first call to monthly close
No black box. Here's exactly how an engagement starts and what ongoing partnership actually looks like.
WEEK 0
01 — Discovery Call
A 30–45 minute call to understand your business model, current software, transaction volume, and where things feel unclear or behind. No pressure, no pitch deck.
✓ Review of current books and software stack
✓ Industry-specific pain points discussed
✓ Honest read on whether it's a fit both ways
WEEKS 1–4
03 — Onboarding & Catch-Up
If books are behind or messy, this is where they get current. If they're already clean, this phase is short.
✓ Historical cleanup and reconciliation, if needed
✓ Chart of accounts review and setup
✓ Bank feeds and integrations connected (A2X, Gusto, Bill.com, etc.)
WEEK 1
02 — Custom Engagement Plan
A written scope: Bookkeeping, Full-Service Accounting, or Fractional CFO, sized to exactly where your business is today, not a generic package.
✓ Recommended tier and specific deliverables
✓ Software setup or migration plan, if needed
✓ Clear start date and monthly cadence
MONTH 1+
04 — Ongoing Partnership
Books close on a set schedule every month, and you always know where things stand. Any question goes straight to me, not a ticket queue.
✓ Monthly close and financial statement delivery
✓ Review call to walk through what the numbers mean
✓ Direct access by email or text between calls
What's helpful to have on hand
BEFORE THE FIRST CALL
Access to your current accounting software (QBO, Xero, etc.)
A general sense of monthly transaction volume
Last 2–3 months of financial statements, if available
Whatever's been keeping you up at night about the numbers
Ready to see where you stand?
The first call is completely free, with no obligation to move forward.