Simple process. No surprises.

Getting started is easy, and you'll always know what to expect.

  1. Book a free discovery call

    We talk about your business and your current books. No pressure, no jargon.

  2. Get a clear flat quote

    Based on your transaction volume, active jobs, and any cleanup needed.

  3. Setup or catch-up

    We get into your QuickBooks Online file and bring your books current.

  4. Monthly books, reports and check-ins

    Each month we reconcile, close, send reports, and meet to go over the numbers.

Common questions

Do I need to be in San Diego?

No. Everything is done remotely and we work with contractors nationwide.

My books are really behind. Is that a problem?

It's one of the most common reasons clients call. We specialize in getting books current.

Do you work with my CPA?

Yes. We coordinate directly with your CPA so you don't have to.

How much does it cost?

It depends on your volume and needs. You'll get a flat quote after the discovery call.

Book a Free Discovery Call