How it works
Onboarding, then the same cycle every month.
A short onboarding, then the same steps, in the same order, every month.
Getting started
Onboarding
-
Call — 20 minutes
Entity, stage, stack, volume. We quote.
-
Engagement letter and access
Read-only bank and processor access, QuickBooks in your name.
-
Diagnostic
We tell you the state of the existing books and whether a cleanup is needed.
-
Chart of accounts build
Structured for a startup and for the reporting you'll need at your next raise.
-
First close
Your first monthly package, walked through live.
The cycle
Every month after
- FirstWe pull, categorise, reconcile.
- ThenWe send you a short open-items list — anything we can't classify.
- ClosePackage delivered, close note attached.
- Any timeQuestions answered in your channel — Slack, email, whichever you use.
One named accountant
Someone who knows your business, with a reviewer behind them. Not a ticket queue.
Async by default
No expectation that you are in a US time zone, or awake when we are. Questions go in writing and get answered in writing.
You own the file
Your files stay in your accounts under your ownership, always. Nothing to migrate if we part ways.
Book the 20-minute call.
How it works
Onboarding, then the same cycle every month.
A short onboarding, then the same steps, in the same order, every month.
Getting started
Onboarding
-
Call — 20 minutes
Entity, stage, stack, volume. We quote.
-
Engagement letter and access
Read-only bank and processor access, QuickBooks in your name.
-
Diagnostic
We tell you the state of the existing books and whether a cleanup is needed.
-
Chart of accounts build
Structured for a startup and for the reporting you'll need at your next raise.
-
First close
Your first monthly package, walked through live.
The cycle
Every month after
- FirstWe pull, categorise, reconcile.
- ThenWe send you a short open-items list — anything we can't classify.
- ClosePackage delivered, close note attached.
- Any timeQuestions answered in your channel — Slack, email, whichever you use.
One named accountant
Someone who knows your business, with a reviewer behind them. Not a ticket queue.
Async by default
No expectation that you are in a US time zone, or awake when we are. Questions go in writing and get answered in writing.
You own the file
Your files stay in your accounts under your ownership, always. Nothing to migrate if we part ways.