Take the bookkeeping health assessment!

after you submit the survey we will personally get back to you with the next step to get your bookkeeping done!

Bookkeeping is One of Those Essential Tasks That Comes With Being a Business Owner.


If you have reached this page, you are looking for help to get it done, or to hire someone to do it for you on a month to month basis. 

In regards to having us provide bookkeeping services, we recognize your time is valuable, and would like you to know the survey shouldn't take more than a few minutes of your time.  

As part of our onboarding process, we start with a Bookkeeping Health Assessment survey, followed by a paid review of your books. This allows us to get to know your business and ensures we are starting off with accurate beginning balances.  Even if it turns out our company isn't a good fit for your business, we'll provide recommendations and/or correcting journal entries, so your financial statements are correct.  

After you submit the survey, we will look over your responses and send an email to you itemizing the next best steps.  This will include having you sign a service agreement for the review, as well as provide the secure link where you will upload the financial statements we request.


We look forward to getting to know you and your business!  

Let's Get to Know You and Your Business!