How It Works
Initial consult, lasting support.
A simple, streamlined process designed for your peace of mind — from the first conversation to books closed by the 15th, every month.
Request a Consultation TodayThe Process
Our five-step process to stress-free bookkeeping.
- 01
Free Initial Consultation
We start with a no-obligation discovery call to understand your business, your challenges, and your goals. During this call, we'll:
- Discuss your current bookkeeping setup and pain points.
- Learn about your business's unique needs.
- Answer any questions you have about our services.
- Explain how we can simplify your bookkeeping process.
- 02
Assessment and Tailored Plan
After the consultation, we assess the state of your financial records and create a customized plan to meet your needs. This includes:
- Reviewing your existing bookkeeping system, if you have one.
- Identifying gaps, inefficiencies, or overdue records.
- Providing a clear proposal outlining the services we'll provide, the software we'll use, and transparent pricing.
- 03
Onboarding and Setup
Once you're ready to get started, we ensure a smooth transition by setting up or optimizing your bookkeeping system.
- Setting up your QuickBooks Online account for seamless financial tracking.
- Integrating your bank, payroll, and sales apps so data flows automatically.
- Migrating your data with care if you're switching providers or software — so nothing is missed.
- 04
Catch-Up Bookkeeping (if necessary)
If you're behind on your books, don't worry — we'll bring everything up to date quickly and accurately. This step includes:
- Reconciling transactions from bank and credit card accounts.
- Categorizing expenses to maximize deductions.
- Delivering a clean, current set of books you can rely on going forward.
- 05
Ongoing Bookkeeping and Support
Once your books are in order, we provide consistent, reliable bookkeeping to keep everything running smoothly — closed by the 15th, every month.
- Monthly financial reporting: Profit & Loss, Balance Sheet, and Cash Flow statements.
- Tax-ready records, so tax season is calm instead of stressful.
- Regular updates and check-ins to discuss your finances.
- 24/7 access to your records through your QuickBooks Online account.
- Proactive insights to help you make informed business decisions.
Why Exactitude
What you get, every step of the way.
Customized Solutions
Tailored plans designed around your business — not a one-size-fits-all package.
Transparency and Control
Full ownership of your financial data and 24/7 access to your records.
Seamless Technology
QuickBooks Online set up and integrated with the tools your business already uses.
Stress-Free Experience
We handle the hard work so you can focus on running your business.
Ready to get started?
Book a free consultation and we'll map out the right plan for your business.