Our Process

It’s as easy as 1-2-3!

You are 3 easy steps away from obtaining the financial information that you need to evaluate your companies performance and make decisions about the future!


STEP 1 – Evaluation of your business

We accomplish this through a free, in-depth phone consultation. Initially, Jacqueline Dailey, the Founding Partner will contact you to get your account started – she likes to get to know each and every client! Depending on the size of your business and your needs, together we will determine where your pain points are and exactly what services you need. No more, no less.

STEP 2 – Determine best way to access your accounting info

Together we will discuss the different ways that we can access your current accounting software, whether that be through our remote hosting (recommended), remote access, SaaS – Don’t understand the difference? – No problem! We will go through each one with you so you will understand!

Don’t have any accounting software yet? No problem there either! We will help you determine the best accounting software solution for your business – and we can even set it up for you!

STEP 3 – Send us your source documents

Scan and upload your hard-copy documents (i.e. bank & credit card statements, bills, receipts etc.) to our on-line Client Portal. You can also get them to us by email, fax, or postal service – whatever is easiest for you!

Thats it! Leave the rest to us!

What Happens Next

Your account will be assigned to a bookkeeper who will keep you updated where we are in the process.

Depending on which accounting package you choose, your financial statements and other reports will be made available for your review, and a consult with an Accounting Manager will be scheduled to go over the reports in more detail. This is a great time to discuss any new issues or projects on the horizon and how we can help you grow your company and help save you money. So Contact us now!