How to get started

It's as easy as 1, 2, 3


Step 1

Pick up the phone or contact us by email.  We'll schedule an initial consultation, as brief or as long as required to gain an understanding of your needs. If you're unsure of your needs, don't worry, we'll work together to come up with solutions that work for you.

Step 2

Sign a non-disclosure agreement which insures shared information stays confidential.

Step 3

We will prepare a comprehensive work plan and estimate for your review and approval.  Upon acceptance, I get to work!


"A qualified bookkeeper on the team saves time and money, so you can spend time doing what you do best."