Your application was sent!

Here’s what to expect next.

1

SCHEDULE A DISCOVERY CALL

If we feel you are a good fit for our services, we will reach out to you in 1-2 business days to schedule a discovery call.

2

SIGN & PAY

If you decide to work with us, we will send your client portal invite; inside you will find your engagement letter ready to sign. You will also receive your first invoice.

3

SCHEDULE YOUR ONBOARDING CALL

Once you’ve signed and paid, we will reach out to schedule your onboarding call with your new bookkeeper.

Did you know we have a referral program? Receive a $300 credit for every person you refer who becomes a client!