What happens in your first 30 days

Day 1 — kickoff call. We confirm scope, get read-only access to your accounts (bank, cards, payroll, accounting system), and you sign the engagement letter in the portal.

Week 1 — connection + catch-up plan. We connect your feeds and, if past months are behind, agree a catch-up plan with a fixed price before touching anything.

Weeks 2–3 — first close. We categorize, reconcile, and close your first month. Your portal status moves from in progress to in review to closed, with a summary you can hand straight to your CPA.

Day 30 — steady state. Your books close by the 10th business day of each month from here on. If we ever need something from you (a missing statement, an odd transaction), you get one clear request with a deadline — not a drip of questions.