START WITH A CLEAR BOOKKEEPING REVIEW
The BWM Process
Step 1: Request a Quote/Call
You book a 30 minute call.
No sales pitch.
We review how your bookkeeping is currently handled, what visibility you have into your numbers, and what decisions you are trying to make.
If it makes sense, we request documents to review your books properly.
Step 2: You Send Documents
Bank statements or QuickBooks access.
Your choice.
This takes about 10 minutes.
Step 3: Get Your Quote in 48 Hours
You receive a clear proposal within 48 hours.
It outlines the scope of bookkeeping support, pricing, and confirms month to month service.
Step 5: You Decide
No pressure. You review and move forward when ready.
