Client Assessment

To get started understanding your business' needs and general profile, we ask that you fill out this brief

client assessment form. Based on your responses, our team can draft an agreement that outlines what services we provide, as well as our monthly fee.

Our ideal clients are small to mid-sized businesses looking for constant, year round accounting and bookkeeping.

Retaining our services is fast, simple, and hassle-free. Our guiding mission is to totally remove the stress of financial accounting and management from your life, so that you can focus on your strengths. Once you sign our Service Agreement, you'll receive an onboarding questionnaire that helps us get started right away.