Here's exactly what happens,
step by step.
No mystery, no surprise invoices. Here's the full path from your first conversation to tax-ready books.
Before you begin: the intake form
You don't need to complete this just to browse the site — but it's required before any paid engagement or scheduled session begins, so please complete it before booking. If you've already submitted it for a prior appointment, you don't need to do it again.
Complete the Intake FormStep 1: Start with a free conversation
No cost, no obligation — just a chance to see if we're the right fit.
Free Books Health Check
A short call to talk through where your books stand and whether working together makes sense. No pressure either way.
Book this call →Step 2: Choose your path
Depending on what you need, you'll move forward with one of these two options.
Independent EA Review
A short call to connect me to your books, followed by an independent review on my own time. You receive written findings within 5 business days — no second meeting required.
$100 credit toward services if you move forward Learn more & book →Deep Dive
A live, hands-on working session where we review your books together, screen to screen, and you leave with a fixed-fee quote for next steps.
$150 credit toward services if you move forward Learn more & book →Steps 3–7: From quote to clean books
Once you decide to move forward, here's the rest of the path.
Estimate & acceptance
You receive a fixed-fee estimate by email and have 14 days to accept it.
Invoicing
Payment terms are set based on your engagement, and the work officially begins once they're satisfied.
Documentation & information acquisition
We collect the records and software access needed to get started — QuickBooks access, bank feeds, prior filings, whatever applies to your engagement.
Bookkeeping work commences
Your file enters production. This is where the actual cleanup, setup, or monthly work happens.
Finalization
A final review, delivery of your reports or deliverables, and books that are genuinely ready for taxes or ongoing use.
Ready to see where you stand?
Every path starts the same way — with a free, no-obligation conversation.
Book your free books health check