How it works
From application
to autopilot.
Here's exactly what happens from the moment you apply to the day your books run on autopilot — and every month after that.
Phase 1
Getting started.
Two steps. No commitment. One business day.
You apply.
Fill out a short application — business type, revenue range, what you're currently doing for books and taxes. No commitment, no sales call required upfront.
We reach out.
We review every application personally. If it's a fit, we contact you within one business day to schedule your onboarding. If it isn't, we'll tell you that too — clearly.
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Phase 2
Setup week.
Your books get built from scratch — you do this once.
Onboarding call — 45 min.
Meet your designated bookkeeper. You'll have the same person every month — not a support queue.
- ✓Map your entity structure and business type
- ✓Identify every account, card, and processor in scope
- ✓Scope any catch-up work needed
- ✓Set expectations for the setup week
Accounts connected. Books built.
We handle the full technical setup. You connect your accounts once — everything flows from there.
- ✓QuickBooks Online configured or migrated
- ✓Chart of accounts built for your entity type
- ✓Banks, cards, and payment processors synced (read-only)
- ✓Opening balances set, historical data imported
First close delivered.
Once setup is complete, we do your first full reconciliation and deliver your first clean P&L and balance sheet. This is the baseline everything builds on.
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Phase 3
Every month, ongoing.
Autopilot — with a human watching.
Monthly close — every month.
Every account reconciled. P&L and balance sheet delivered on time. Unusual items flagged. This is the core of every tier.
- ✓All transactions auto-sync from connected accounts
- ✓Every bank and credit card reconciled
- ✓Monthly P&L and balance sheet delivered
- ✓Advisor available via email (48-hr response)
Tax compliance — same data, same team.
Your quarterly estimates, business return, and IRS correspondence handled by the same people reading your books — not a separate preparer who sees them once in April.
- ✓Quarterly estimated tax calculations on actual YTD numbers
- ✓Business return — 1120-S, 1065, or Schedule C
- ✓Year-end W-2 and 1099 preparation
- ✓IRS notice response included
- ✓Priority advisor access (24-hr response)
Strategy — all year, not just April.
Quarterly planning calls, S-corp analysis, retirement plan coordination, entity optimization. The planning layer that pays for itself.
- ✓Quarterly tax-planning strategy calls
- ✓S-corp election and reasonable salary documentation
- ✓Retirement plan coordination — SEP, Solo 401(k) timing
- ✓Entity structure optimization as you grow
- ✓Year-round direct advisor access
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The full journey
Apply
Day 1
Onboarding call
Day 2–3
Setup complete
Day 5–7
First close
Week 1
Monthly close
Every month
Tax & planning
Year-round
What you don't touch
The whole point is that you stop thinking about this.
Chasing your bookkeeper for monthly reports
Scrambling to get records to your tax preparer in March
Wondering if your estimated taxes are right
Responding to IRS notices on your own
Manually exporting data between platforms
Finding out about a missed deduction after the year closes
Setup questions
How long does setup take?
For most clients, setup is complete within 5–7 business days of your onboarding call. Catch-up bookkeeping adds time depending on how far behind your books are — we'll scope that before we start.
Do I need to already have QuickBooks?
No. We handle the setup from scratch. If you already have a QuickBooks account, we'll connect to it and clean up the chart of accounts. If you don't, we'll create one as part of setup.
How do I connect my bank accounts?
You'll receive a secure link through our client portal to connect your accounts. The connection is read-only — we can see your transactions, but we cannot move money. Most connections take under five minutes.
What if my books are a mess?
That's what catch-up bookkeeping is for. We'll quote a one-time catch-up engagement ($349 per month of cleanup) before we start. Once the backlog is clear, you move into the normal monthly cadence.
Will I have the same bookkeeper every month?
Yes. You're assigned a designated bookkeeper at onboarding. The same person handles your account every month — not a rotating support queue.
Ready to get started?
Apply for a spot. We review every application and reach out within one business day.