The first month
Your first month of bookkeeping is free.
Every transaction categorized, every account reconciled, and a report built around your questions. On day 31 you decide whether to continue.
What the free month includes.
No card to start. Nothing auto-renews.
01
Every transaction categorized.
Nothing goes in as a guess. Anything I cannot categorize without you goes on a list I send you.
02
Every account reconciled.
Each account tied to its statement.
03
A report built around your questions.
Built around what you actually want to know about your business. It goes out within five business days of your statements, once every transaction is categorized.
How it works
Free for a month. Then you decide.
Say yes by the 10th of the month and your free month starts that month. After the 10th, it starts next month. If you are not on QuickBooks Online, I cover the subscription during the free month. After that it is yours.
Your first month of bookkeeping$0
Card needed to startNone
Auto-renewalNone
New QuickBooks Online subscriptionI cover month one
From day 31, if you continueYour quoted monthly price
My guarantee
If the first report does not make sense to you in five minutes, I rebuild it until it does.
Before you say yes
Nothing to hand over but an invite.
1
I never ask for your passwords.
You invite me into QuickBooks Online as your accountant. Bank access is view-only.
2
No card to start.
You pay nothing for the first month.
3
Nothing auto-renews.
On day 31 you decide whether to continue.
Fit
I take on a few new businesses each month.
The free month is not a fit if you will not give me accountant access to QuickBooks Online, if you need tax preparation or payroll, or if you plan to mail paper receipts.
The free month never includes cleanup or catch-up work. If your books are behind, you get a cleanup quote first.