Our Itinerary
From here to there.
First, we’ll thoroughly review your current QuickBooks or Xero accounting tech stack to evaluate its efficiency and effectiveness.
​
Following the review, you will receive a report and meeting detailing our findings. Based on your unique interests and needs you can select from our tailored service bundles.
​Each one is designed to provide comprehensive, recurring bookkeeping services that align with your business’s growth trajectory. The fee will vary depending on the complexity and scope of the work needed, ensuring you get the most value while setting your financial systems on the right path. Explore the descriptions below to find the perfect fit for your business destination.
Service Bundles
Launch your journey
Perfect for owners starting to outsource accounting services. We'll transition you to a cloud-based workflow and provide compliance and essential support.
This bundle includes:
-
Cloud-Based Accounting Setup
-
Basic Bookkeeping Services
-
Financial Reports
-
Initial Consultation
We’ll guide you through every step, ensuring a smooth setup and providing ongoing support.
Takeoff
Elevate your operations
This enhanced service offers advanced online accounting, allowing you to reclaim valuable time while maintaining oversight of your financial core.​​
​
This bundle includes:
-
Enhanced Online Accounting
-
Expanded Bookkeeping Services
-
Financial Analysis & Strategy
-
Quarterly Reviews
Let us handle the day-to-day bookkeeping tasks while you drive your business forward.
Cruise
Fly to your goals
​For owners seeking top-tier financial management and advisory services. We offer unparalleled support and strategic guidance to help your business soar.
This bundle includes:
-
Premium Support
-
Strategic Planning
-
Advanced Bookkeeping & Reporting
-
Performance Monitoring
Partner with us for a comprehensive approach to financial management and watch your business reach new heights.