top of page

How it works

sign up

We believe that professional bookkeeping, accounting, tax, and planning services should be accessible to everyone. That’s why we offer fixed-price plans that are tailored to your specific needs, as well as a loyalty program that shows our appreciation for our valued clients.

Unlock the full potential of your business with our quality expert accounting, tax and advisory services. We invite you to schedule a 30-minute consultation tailored just for you.


In this personalized session, we will delve into the specific needs of your business, providing you with valuable insights into how our services can streamline your financial processes, enhance efficiency, and drive growth.


Don't miss this opportunity to explore the possibilities that can elevate your business to new heights.

Purchase QuickBooks Online through our firm and receive 30% off your subscription. Additionally, receive a 25% discount off QuickBooks Payments Processing Fees and DocuSign.  30% off checks and forms designed for QuickBooks.  

Time is Money

Time-Saving thrives on ample information



During onboarding:

  • You will have a virtual meeting with your dedicated accountant to:

  • Discuss specifics of your business operations, select, purchase and set up your accounting software.

  • Structure your accounting ledger, and connect bank accounts, credit cards, and apps to the banking center.

  • Enroll your business in automatic bank statement uploads and set up payroll if applicable.

  • Review app integrations tailored to your unique business automation needs.

After onboarding:

  • Your bookkeeping is performed on a regular monthly schedule and your accounting will undergo task automation in the process.  

  • You will only need to respond to transaction questions, upload requested documents, and receive monthly management reports all from within the software.

  • Schedule follow up virtual meetings or phone conferences, as needed or by request.  Text and chat for immediate assistance.

  • We are committed to being on time, on task, and accessible to your business.

bottom of page