A few simple steps and your business will no longer have messy books. We can also schedule a simple 30-minute onboarding call to help you sync your accounts to Quickbooks Online or Xero. We understand that business owners are busy, and we have mastered a simple setup process to get you setup within 24 hours. Below are the details and you can ask us more questions anytime here.

Here’s what working with us looks like

Step 1

Invite us to your existing Quickbooks or Xero file. If you are a new business owner, we will set up the file for you and invite you as a master admin.

Step 2

Sync your bank and or credit card accounts within Quickbooks or Xero. This way we download transactions, and you don’t have to bother with this task.

You’ll get an email invitation during the onboarding process. If you are unable to sync your accounts just uploadthe necessary bank statements to our secured client portal.

Step 3

Once we update all accounts, we will send a short list of “need info“ items for any transactions that we have questions about. This list will be sent via Google sheets or excel so that we can see you’re edits anytime.

Step 4

Sit back and wait for your monthly financials. We also separate ourselves from the competition by providing you with key insights. Be sure to look for our comments on certain trends that we see with your financials.


DON’T MISS Any updateS

Sign up for our Newsletter


Instagram has returned invalid data.