How does an online accounting department work?

It doesn't work without trust. We have designed our on-boarding process to ensure you get to know us before deciding to do business with us. We'll also give you a fair assessment of whether we are a fit for you.


Break the Ice

Let's have a 15 minute call to get to know each other. We want to hear about your business and tell you more about ours. Let's call it coffee.



We will provide you with some pricing options to choose from based on our discussions with you. Let's go to Vegas.


Our discovery process is designed to gather as much information about your business as quickly as possible. Let's call it dinner.



Your new accounting system will be set up for you, we'll show you how to make the best use of your new information. Let's stop this "let's" stuff before it gets weird.

Deep Dive

We'll get a better understanding of how your business works and what we can do to help. Let's call it breakfast.



Our ultimate goal is to delight you. Yeah, we know we're accountants, but we're crazy like that.

Seek first to understand, then be understood
— Stephen R. Covey
Tea. Earl Grey. Hot.
— Cpt. Jean-Luc Picard