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Operating Blueprint

A predictable, disciplined monthly bookkeeping rhythm

Here is exactly how onboarding works, what is required from you, and how we deliver clean books every month.

01

The Discovery & Scope Call

Day 1 (20 minutes)

We meet via video or phone to review your business entity type, current accounting software, number of accounts, and average monthly transaction count. We provide a firm, flat monthly quote on the call.

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Client Requirement: A list of your bank accounts, credit cards, and merchant processors.
02

Read-Only Secure Connection

Days 2–3 (Approx. 15 minutes of your time)

We send a secure link to connect your bank feeds and accounting software using accountant/read-only credentials. We never have access to move money or initiate transfers.

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Client Requirement: Approving accountant access to QuickBooks Online/Xero and connecting bank feeds.
03

Baseline Diagnostic & Catch-Up (if needed)

Days 4–14

We audit your prior closed periods, reconcile past balances to bank statements, and resolve old uncleared transactions. If back months need clean-up, we complete all prior periods until your books are current.

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Client Requirement: Answering occasional questions about old vendor transactions or equipment purchases.
04

The Monthly Close Process

1st to 10th of every month

Throughout the month we categorize incoming transactions and match receipts. By the 10th business day, we balance all accounts down to the penny and generate your monthly report package.

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Client Requirement: Uploading or forwarding vendor receipts and invoices via a private email address or shared folder.
05

Monthly Delivery & Financial Review

10th of the month

You receive your clean P&L, Balance Sheet, and cash summary with an executive summary email. We flag any unusual variances or tax opportunities, and offer an optional 20-minute call to walk through the numbers.

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Client Requirement: 10 minutes to review your executive summary.
verified_user Our Operating Standards
  • check_circle Zero write-access or fund transfer capabilities. Strict read-only controls.
  • check_circle Account reconciliations tied out against official banking PDFs every month.
  • check_circle Direct single point of contact who understands trade and local business realities.
Guaranteed Cadence
Delivered by the 10th

Never wait until the end of the quarter or tax season to know where your cash flow and margins stand.

Smooth Integration

Your First 30 Days: Week-by-Week

A structured onboarding sequence built to get your books completely balanced without pulling you away from work.

Week 1

Setup & Access

Accounts mapped, chart of accounts customized for your industry, bank feeds connected.

lock Read-only configuration
Week 2

Historical Review

Reconciliation of the last 90 days of transactions, matching statements to the penny.

receipt_long Statement audit
Week 3

Questions & Clarifications

A short, single batch list of any unclassified transactions resolved in one 10-minute exchange.

mark_chat_read Zero back-and-forth ping pong
Week 4

First Live Monthly Close

First complete financial report delivered with your baseline benchmarks established.

monitoring Clean tax-ready ledger

Ready to take bookkeeping off your plate?

Schedule a 20-minute call to discuss your business and get started this week.

Book a Call (800) 582-1940