You’re in. Let’s get your books handled.
60 seconds of setup, then you’ll pick your Kickoff Call time.
What do you want handled?
No wrong answer. This helps us prep.
Monthly bookkeeping (ongoing)Most common
Catch-up + monthly bookkeepingWe clean then maintain
I’m not sure, I just want it handledWe’ll guide
How far behind are you?
A quick estimate is perfect.
I’m caught up
1 to 2 months
3 to 6 months
6 to 12 months
12+ months
Perfect, that’s normal.
Most owners get behind because they’re busy growing. We’ll clean it up, then keep it clean.
What are you using right now?
QuickBooks Online
Xero
Wave
Excel/Sheets
Not sure
Roughly how many transactions per month?
A quick estimate is perfect.
Under 50
50 to 150
150 to 300
300+
What best describes your business?
Service-based
Agency
E-commerce
Trades/home services
Other
What do you want most from your bookkeeping?
I want to know my real profit
I want taxes to be painless
I want clean monthly reports
I want everything off my plate
Do you have a separate business bank account?
If it’s messy, you’re not alone. We’ll cover it on the call.
Yes
No (I need help)
Sort of (it’s messy)
To start your first 3 free months...
The next step is booking your Kickoff Call. Sound good?
Yep, let’s do it
I have a quick question first
What’s your question?
One sentence is perfect.
Where should we send your kickoff invite?
No spam. No sales team. Just kickoff details.
Please add your name and a valid email.
By continuing, you’re asking us to prep for your kickoff call. No obligation.
Perfect. Last step, schedule your Kickoff Call.
We’ll connect access, confirm what’s included, and tell you exactly what we’re doing first.
Choose a time you can keep, we prep before we meet.