You’re on your way to a better agency!
We offer three tiers of service packages designed to meet your needs where you are and to guide you through strategic growth.
The first step to working with us is to schedule a consultation call, where we’ll help you decide which package is best for your agency.
Tell us a little bit about your business! After you complete the questionnaire, we’ll send you a meeting invite to ensure we’re a good mutual fit.
We’ll send you a proposal for your kickoff and ongoing services based on your specific needs.
We’ll clean up your books and meet with you to discuss your goals before we start handling your books monthly.
We set up and optimize your books before we begin monthly bookkeeping. This ensures that you receive maximum benefits from working together monthly, plus gives you an extra set of eyes to make sure your books are off to a solid start.
Every month, we’ll do a deep review of all your income and expenses, and create detailed reports to help you understand where you are now, and what you need to do to achieve your goals.
You’ll be able to make purchasing and hiring decisions based on your data, resulting in sustainable growth and better margins for your agency.
While nobody likes ‘it depends’ as an answer, it’s true – Every client receives a custom quote based on their needs and the complexity of their business. To give you an idea of what it might cost for you, our rates start at $300/mo for the Essentials Package.
We are not accountants, so we will not file your taxes for you. However, we help you go into tax season well-prepared! We can help you to file 1099s and your sales tax, if needed. And if you need a CPA or tax accountant, we’ve got plenty of vetted pros that we can refer you to!
Depending on the volume and frequency, yes, we can send invoices to your clients on your behalf using QuickBooks Online.
Yes, we can help our clients with managing their receipts. This does require you to upload them to our portal, but we’ll cover that on our consultation call. You can fill out this form to get on our calendar!
We don’t process payroll, but we have a couple of affordable, easy-to-use third-party payroll providers that we LOVE. You can check them out on our resources page.
We don’t do accounts payable or bill pay. We believe they are better handled by a member of your internal team.
The best way for you to hand this off is to work with us upfront – when we first start working together, we’ll have lots of questions, and gain access to a few of your systems. After that, all you’ll have to do each month is answer our questions and show up to our review calls!
The time you spend working directly on bookkeeping things will decrease quickly as we get access to your systems and we both get into a rhythm.
To keep everything streamlined, we ask questions using our handy dandy Client Portal. You can reply there as well as securely send us documents.
We ask for read-only access to your bank & credit card accounts, the prior year’s tax return, loan documents, access to your invoicing software, and sales tax info, if applicable. If there are other documents we need, we’ll tell you in your kickoff call!
We make it easy for you by establishing an automatic, recurring ACH payment for the 1st of every month. You only have to fill it out once, and it’s set from then on!
No, our engagements are month-to-month. You can upgrade, downgrade or cancel your packages at any time. We just ask for a heads up in advance so we can plan accordingly!