Security first
Read-only access, 2FA everywhere, encrypted storage and a signed confidentiality agreement.
How it works
A clear process, start to finish.
Most clients are fully onboarded within 14 days.
- 1
Discovery call
A 20-minute phone or video call. We ask about your business, software and pain points, and you ask us anything.
- 2
Written proposal
Within two business days you receive a one-page proposal with scope, monthly fee and start date.
- 3
Secure onboarding
We connect read-only bank feeds, set up a shared folder and gather last year's records.
- 4
Review & cleanup
We check prior months, fix what is broken and document every change.
- 5
First monthly close
Your first report arrives with a short call to walk through the numbers.
- 6
Ongoing rhythm
Monthly close by the 10th, quick replies all month, quarterly check-ins.
Fixed deadlines
Books closed by the 10th. If we miss, that month is 25% off.
One named person
You always know who is working on your account and how to reach them.