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Contact us

Send us an email, call us at 805-585-3800, or submit a request and we will get back to you as soon as we can.

Submit a request

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Complete an Initial Interview

We will have some questions for you. You might think they are a lot of questions. But we want to make sure we are a good fit for you – and we would rather figure that out as soon as possible.

Some of the questions we might ask are:

  • What accounting system do you currently use (if any)?
  • How many employees do you have?
  • How many bank accounts do you have?
  • What are your long-term goals for the business?

This interview will not only allow us to get to know each other, it will also provide us with the information we need to offer up a few different service options. All of our services are priced in advance, so you will never be surprised by a bill.

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Get Started

Once the On-Boarding process is complete, you will receive detailed instructions about the next steps and/or items needed from you. You tell us what method of communication works best for you and we will get started right away.

BLOGS

Should I move my bookkeeping to the cloud?
If you’ve been told recently that you should move your bookkeeping to the cloud, chances are it was by a software vendor who’s selling online bookkeeping software. They want you to change because they can now charge you a monthly subscription, instead of waiting the 3 to 5 years for you to buy the latest
Fitness Studio Challenge #3: Not Retaining Members
If you’ve been following along with this particular blog series, you’ll know that we’ve now arrived at the third of the challenges laid out in our initial post: ‘How Do I Make More Money with My Fitness Studio?’ If you haven’t read the first few posts, click the link to jump back to the start.

Request a Consultation

Book your free no-obligation consultation and find out how we can help your business!