How it works
Here's exactly what happens.
Five simple steps, whether you need your books handled or your taxes filed. No surprises.
Bookkeeping onboarding steps
Step 1
Free 15-minute call
Tell us about your business, your software, and how far behind you are. You get a flat price, usually on the call.
Step 2
Secure, read-only access
Connect your bank, cards, and software through secure, read-only connections. We can see activity, never move money.
Step 3
Catch-up cleanup
We get past months current and set up job costing and 1099 tracking. Within 30 days, guaranteed, or we keep working free.
Step 4
Monthly books + 2-minute profit report
Every month, your books are closed and a one-page profit report lands in your inbox. Plain English.
Step 5
Year-end package
A clean, tax-ready file at year end, ready for your tax preparer, or for us.
What we need from you
Not much. Really.
For bookkeeping
- 15 minutes for a first call
- Read-only access to your bank and card accounts
- Access to your software (QuickBooks, Jobber, Housecall Pro, ServiceTitan)
- Your list of subs, so we can collect W-9s
- A few minutes a month to answer our questions
For tax prep
- W-2s and 1099s
- Photo ID
- Last year's tax return
- Dependent info
- Business income and expenses, if you have them
Security
Your information stays locked down
Encrypted uploads
Documents are encrypted when you send them and while we store them.
Read-only access
We can see your transactions. We can never move your money.
Never shared
Your data is used only to do your books and taxes. We never sell or share it.