How We Work Together
A proven process that gets you from chaos to clarity in weeks—not months
Book Discovery Call
20-minute call to understand your needs, current setup, and pain points
Receive Proposal
Fixed quote with scope, deliverables, timeline, and e-signature engagement letter
Secure Data Handoff
Connect accounts, share documents via encrypted portal, review chart of accounts
Cleanup & Setup
Reconcile accounts, standardize coding, document procedures, set up automations
First Monthly Close
Complete month-end close with QA review and deliver financial package
Review Meeting
45-minute walkthrough of financials, KPIs, insights, and action items
Our Tech Stack
Modern, integrated tools that work seamlessly together
Accounting
- QuickBooks Online
- Xero
Payments
- Gusto
- ADP
- Bill.com
- Stripe
Receipts
- Dext
- Hubdoc
Reporting
- Fathom
- LivePlan
- Excel
Client Portal
- Secure file sharing
- Encrypted storage
Bank-Level Security & Compliance
Your financial data is protected with enterprise-grade security
Bank-Level Encryption
256-bit SSL encryption for all data transfers
Multi-Factor Authentication
MFA required for all team members and client access
Least-Privilege Access
Team members only access what they need
Secure File Exchange
Encrypted portals for document sharing
SOC-Compliant Vendors
We only use audited, certified software partners
Data Retention Policy
Clear guidelines for storage and deletion
Questions about our security practices?
Contact Us