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