A Simple Process. No Surprises.
Whether it is a one-time cleanup or ongoing monthly work, you always know the scope, the fee, and the timeline before anything starts, and you always know where the file stands.
How Project Work Moves
From access to a finished file in six steps.
Share Read-Only Access
Give read-only access to the accounting file and a short note on the period and deadline. No discovery call needed.
Get Scope, Fee, and Timeline
We review the file and send back three things: a written scope, a fixed fee, and a delivery timeline.
Approve and Get the First Open Points
Once you approve, work starts. You receive the first list of open points and missing documents.
Work in Progress
The books are worked period by period. You get a short status update every week so nothing is a surprise.
Client-Ready Questions
Open points are written so you can forward them to your client as is. We update the books from the answers.
File Ready
Corrections done and reviewed. The file is ready to send to your client or to your tax team.
Work begins only after you approve the scope and fee.
How Monthly Bookkeeping Works
A one-time setup, then the same dependable cycle every month.
Share Read-Only Access
Read-only access to the client file plus a note on the expected monthly scope.
Agree Scope and Monthly Fee
We review the file and confirm the monthly scope and a fixed monthly fee.
Missing Documents List
Sent on the same date every month so the client knows exactly what to provide.
Monthly Accounting and Open Points
Categorization, reconciliations, and adjustments completed. Client questions listed in a forward-ready format.
Updates and Financials Delivered
Changes made from the responses. Reviewed financial statements delivered to you.
Questions Your Client Can Actually Answer
Most delays come from unclear questions. Every open point is written in plain language, grouped by account, and ready for you to forward without editing.
Grouped and Prioritized
Questions grouped by account and ordered by impact, so the important ones get answered first.
Plain Language
Written for a business owner, not an accountant. No jargon your client has to decode.
Tracked to Closure
Each answer is applied to the books and marked closed, so nothing gets lost between emails.
Access and Confidentiality
Have a File in Mind?
Share read-only access and a short note. You get scope, fee, and timeline before any work begins. Your first file is free in exchange for honest feedback.