Process

Get the REAL Picture

Numbers that let you focus on building the buzz

Our 3-Step Process for Bookkeeping Services

You’re looking for an outsourced bookkeeper who can stand behind their work. We can help.

That means knowing your books inside and out, and it starts with diving deep into your business to review the good…and the not-so-good, and then cleaning everything up.

When you first come to us, our 3-step process ensures that we can solve your immediate problems, put out any fires, and make sure that working together is a good fit. 

We call it a dating period, because we believe in getting to know each other before “putting a ring on it”.

1

Review

Get a detailed review of your books that helps us understand your baseline.

2

Clean Up

A comprehensive clean up ensures compliance across the board.

3

Consult

Now that things are under control, we’ll explore how we can help you level up.

Our 3-Step Process for Bookkeeping Services

You’re looking for an outsourced bookkeeper who can stand behind their work. We can help.

That means knowing your books inside and out, and it starts with diving deep into your business to review the good…and the not-so-good, and then cleaning everything up.

When you first come to us, our 3-step process ensures that we can solve your immediate problems, put out any fires, and make sure that working together is a good fit. 

We call it a dating period, because we believe in getting to know each other before “putting a ring on it”.

1

Review

Get a detailed review of your books that helps us understand your baseline.

2

Clean Up

A comprehensive clean up ensures compliance across the board.

3

Consult

Now that things are under control, we’ll explore how we can help you level up.

You should know two things about working with our team:

First, as our client, we’re committed to getting you picture-perfect books that are snapshot ready and compliant. 

Second, when we work with you, we are partners in your success. We believe in developing relationships so we can truly get to know your business while automating your bookkeeping and making recommendations to increase your profits.

(We know we said two, but also? We really like chocolate candy and vanilla ice cream.)

You should know two things about working with our team:

First, as our client, we’re committed to getting you picture-perfect books that are snapshot ready and compliant. 

Second, when we work with you, we are partners in your success. We believe in developing relationships so we can truly get to know your business while automating your bookkeeping and making recommendations to increase your profits.

(We know we said two, but also? We really like chocolate candy and vanilla ice cream.)

You should know two things about working with our team:

First, as our client, we’re committed to getting you picture-perfect books that are snapshot ready and compliant. 

Second, when we work with you, we are partners in your success. We believe in developing relationships so we can truly get to know your business while automating your bookkeeping and making recommendations to increase your profits.

(We know we said two, but also? We really like chocolate candy and vanilla ice cream.)

Want to work together long term?


Professional Accounting


Cannabis
Accounting

Want to work together long term?


Professional Accounting


Cannabis Accounting

Want to work together long term?




Professional Accounting




Cannabis Accounting

Our mission is all about you.

We win when you win. We celebrate with you, and we help you do even better next time by giving you the tools to reach your goals faster.

You’ll always get total transparency, the information you need to make the best decisions, and advice on reaching your goals. Our 4E framework guides our business in helping yours:

Our mission is all about you.

We win when you win. We celebrate with you, and we help you do even better next time by giving you the tools to reach your goals faster.

You’ll always get total transparency, the information you need to make the best decisions, and advice on reaching your goals. Our 4E framework guides our business in helping yours:

We…

You Get…

We…

You Get…

We…

You Get…


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“Monique and her team take care of all our accounting/bookkeeping needs remotely with efficiency and affordability, eliminating the need for an in-house employee. They are quick to respond and resolve issues with accounting, bookkeeping, and payroll. The team has come to know and understand our business and preferences over the last 10 years. They make the process seamless for those without a financial background, and I recommend them wholeheartedly.”

John O’Connell
President, PhotoMachining, Inc.