Great question!

  1. Once you sign up, you’ll receive an email with a contract for your digital signature.
  2. Then, we get you caught up!   The monthly bookkeeping solution gets you caught up for the last 30 days, but if you’re really really behind, email us here (or use the contact link in the menu) and let’s talk.   We have affordable solutions to get you caught up, even if you’re really, really behind.
  3. You’ll be emailed a link to a secure private portal where you’ll be given specific information on what document images we need you to upload.

Once we get the information from you, we dive into work and you can breathe easy knowing we’ve got it all covered.  There may be an occasional on-boarding call as necessary if we have questions, or if you have questions.  We make sure you get caught up and understand where you are and what’s going on with your business.