How we work
A predictable routine, start to finish
Nine years of month-ends produced this sequence. It is deliberately unexciting — that is the point.
Onboarding: roughly two weeks
Discovery call · 30 minutes
We ask about your entity structure, banking, payroll, sales tax exposure and what has frustrated you about bookkeeping so far. You ask us anything you like.
Records review · free
Send three months of statements and any existing ledger file. We report back on the current condition and what it would take to get current.
Written proposal · 2 business days
A scope list, a fixed monthly fee, any one-off project cost, and the date of your first close. Nothing begins until you sign.
Access & setup · week 1
Read-only bank feeds, portal accounts with multi-factor authentication, chart of accounts review and opening balance agreement.
First close · week 2–3
We run a full close and walk you through it live so you know exactly how to read the pack you will receive every month.
The monthly cycle
| When | What happens | What we need from you |
|---|---|---|
| Business days 1–3 | Feeds imported, documents collected | Nothing |
| Business day 4 | Consolidated query list sent to you | Answers within 3 days |
| Business days 5–8 | Coding, reconciliation, accruals | Nothing |
| Business day 9 | Principal review and period lock | Nothing |
| Business day 10 | Report pack and commentary delivered | Read it — and call if anything looks odd |
Communication
You get a direct phone number and a named bookkeeper. Emails are answered within one business day; urgent items the same day. We do not use offshore subcontractors and your file is never passed around a pool of staff.
Security
- Bank connections are read-only. We never hold payment authority unless you formally request a controlled AP workflow.
- Documents are exchanged through an encrypted portal, not email attachments.
- Multi-factor authentication is mandatory for every member of staff.
- Access is limited to the people assigned to your account and reviewed quarterly.
- Records are retained for seven years and disposed of securely thereafter.
Leaving us
If it stops working, you give 30 days' notice, we complete the current month, export everything in a portable format and hand over a closing file with a written summary. No exit fee and no hostage-taking of your data. We think publishing that is a better guarantee than a testimonial.
Ready to hand off the books?
Book a free 30-minute discovery call with Elizabeth Miller. We will review your current setup, tell you honestly whether we are a good fit, and send a written quote within two business days.