How it works
Getting up and running is simple
The process is broken down into a few easy steps
Step 1
Let's meet each other
Getting started is simple! No matter if you’re starting fresh or switching bookkeeping services. You receive support from the beginning. We get you onboarded in Xero and other apps, learn the ins and outs of your finances, and partner with you as your business grows.
Step 2
You send us the relevant paperwork
All you need is one quick photo of your receipt. The ability to turn your receipts from paper to a digital format can make your expense tracking much simpler. You can upload an invoice or any other document as well, and we will take it from there. You now have it quickly and can archive it for safekeeping.
Step 3
We do your bookkeeping
We ensure that your books are always up-to-date with no surprises!
Step 4
We send you detailed reports
You receive financial statements and expense overviews. They help you see the big picture and give you actionable insights to help you grow your business.