The Simple Roadmap to Easy Bookkeeping

a step-by-step process to start your membership

Step #1

Schedule your free consultation

If you haven’t already done so, schedule your free consultation here to speak with a specialist from our team who can answer any questions you may have about our services and work with you on a curated strategy for creating financial clarity inside your business.

Step #2

Decide On Your Membership Level

As part of our effort to curate a premium experience for every client, we’ve built four distinct membership options to account for a number of difference company sizes and needs. We also offer options to claim specific discounts on your hourly rate.


$0 Monthly Fee

$100 Hourly Rate*


$125 Monthly Fee

$75 Hourly Rate*


$250 Monthly Fee

$75 Hourly Rate*


$500 Monthly Fee

$75 Hourly Rate*

Hourly Rate Discounts Available*

Step #3

Fill Out The New Member Form Below

Once you’ve worked through steps #1 and #2, you are officially ready to fill out the New Member form. This simple form allows you the opportunity to specify your membership and discount selections as well as serves as the official step to start our services.

Your Information
Name *
Phone *
Your Business
Business Address *
Business Address
Your Membership

Step #4

Sit Back & Relax

Once we’ve received your New Member form, an Onboard Specialist from our team will reach out to you to with next steps. Now, simply sit back and relax. Our team will work to ensure that you can better save time, find clarity and grow wealth.