What happens after you sign up
A simple welcome guide. Here is each step from your signed agreement to your first month-end close, and what we need from you along the way.
From signed agreement to first month-end close
Every business is a little different, so we agree the timing with you. These are the steps, in order.
You sign the agreement
Your proposal becomes your agreement. It confirms the services, your fixed monthly price and the start date in writing. We invoice monthly in advance.
We share what we need
You get the checklist on this page, so you know exactly what to send and which access to set up. Tick items off as you go.
You give us secure access
You add us as a user in your own accounting software and any bill pay or payroll tools. Where your bank allows it, read-only or statement access is all we need. We never ask for passwords by email, and we use multi-factor login wherever it is supported.
A kickoff call
We meet by video call to walk through your accounts, how your business runs, who approves payments and anything you want us to know.
We review and set up
We review your chart of accounts, bank feeds, opening balances and open items, and set up your monthly checklist. If your books are behind, we agree a catch-up plan first.
Your first month-end close
We categorize every transaction, reconcile every account and send you one short list of questions. Your reports arrive on the agreed date, and the same routine repeats every month.
What we'll need from you
0 of 8 ready
All ready. We can start your first month-end close.
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Ready to get started?
Book a free 30-minute consultation, or tell us about your books for a custom quote. We reply within one US business day.