Ready to Get Started?
Request a Business Consultation to evaluate alignment and determine whether a Diagnostic Review is appropriate.
How We Work: Business Accounting
A Simple, Professional Accounting Process
Our Process
STEP 1. Request a Business Consultation
We begin with a focused Business Consultation to understand your operations, current reporting structure, and financial oversight requirements. This conversation allows us to confirm alignment and determine whether a Diagnostic Review is the appropriate next step.
STEP 2. Diagnostic Review Engagement
Following the Business Consultation, you receive a written proposal or engagement letter outlining the scope, pricing, and timeline for a prepaid Accounting Diagnostic Review. This ensures expectations, responsibilities, and deliverables are clearly defined before work begins.
STEP 3. Diagnostic Review Payment Confirmation
The Accounting Diagnostic Review is prepaid. Engagement begins upon receipt of payment.
STEP 4. Diagnostic Review Delivery & Strategic Consultation
A written Diagnostic Review Report, including findings and recommendations, is delivered securely through our client portal. Within 14 days of delivery, you may request a Strategic Business Consultation to review the findings and discuss recommended next steps.
STEP 5. Ongoing Engagement Terms
Following the Strategic Business Consultation, you receive a written proposal or engagement letter outlining the scope, pricing, and service timeline for ongoing accounting support. Engagement begins only after terms are reviewed and formally accepted.
STEP 6. Payment Confirmation
Ongoing services are prepaid. Onboarding and project work commence upon confirmation of payment.
STEP 7. Secure Onboarding
Onboarding begins with secure access to your accounting systems to ensure continuity, data integrity, and confidentiality. Access to QuickBooks Online is granted by invitation, while QuickBooks Desktop access is coordinated through the client or designated IT contact.
STEP 8. Service Delivery & Support
Services are delivered through our secure client portal in accordance with your approved engagement scope, including monthly accounting, project-based work, controller-level oversight, payroll support, year-end 1099 filing coordination, and QuickBooks training. Communication remains direct and professional, and financial reporting follows a defined service schedule.
What You Can Expect
Our engagement model is designed to create clarity, accountability, and predictable communication.
- Defined scope and accountability
- Accurate, timely financials
- Daily or weekly coordination with office staff through our secure client portal
- Scheduled meetings with business owners to review and discuss financial reporting and key business matters
- Remote, bilingual service (English & Spanish)
- Strict confidentiality
Ready to Move Forward?
Request a business consultation to confirm alignment and discuss your accounting needs.
A Process Built for Business Owners
Our process is designed to ensure accurate financial reporting, reinforce accountability, and provide the operational consistency necessary for confident leadership.