Take the leap.

No, you’re responsible for software costs. We’ll discuss this as part of our Strategy Session, since software costs can be a big part of the decision.

Our preference, and what we use with all of our clients, is Xero (Certified Silver Partner). We are also certified in Freshbooks and Sage 50 and experienced with Quickbooks, QBO and Excel.

We only work with cloud based solutions.

Of course! We are happy to refund your money if we find that the program isn’t for you. If we’ve already done the initial onboarding session and setup within the first 2 weeks, there is a $300 non-refundable portion which covers that cost.

If we have not done the onboarding session and setup, you will be refunded the full amount.

1. A bookkeeping/tracking system that works for you. This could be a customized spreadsheet, basic accounting software or more advanced accounting software.
2. A filing system – either paper or electronic, or a combo of both.
3. A scheduled Money Date, which is the time you dedicate to entering and dealing with your bookkeeping. This can be daily, weekly, or monthly.
4. Research and integration of apps, add-ons & technology that make the whole process faster and easier for you to successfully manage  yourself.
5. Accountability and training so don’t fall off the wagon this time because you ran into something that stumps you, or you figure no one will know. We will know. You can count on it!