Getting Started

We go beyond staffing—we’re with you throughout the journey, allowing you to focus on what matters most to help you Grow your practice.
Precision Integrity Excellence
Precision Integrity Excellence

3 Steps & We’re On the Go!

1

Discovery call

In our discovery call, we discuss your goals, challenges, timeline, budget, and the specific skills and software expertise you’re looking for.

2

Engagement Letter

We finalize the scope, onboard top talent, and launch your branded portal after signing.

3

Onboarding

Onboarding Skip the hassle, no resumes, no searching. We set up systems, workflows, and expectations.

GETTING STARTED

Enjoy the flexibility that a remote bookkeeper brings without the hiccups. Get the most value from an outsourced bookkeeper by streamlining the process.

Access

Start by identifying the background and level of expertise needed to meet your specific requirements. Then, narrow your candidate search by evaluating key factors such as education and credentials, industry knowledge and experience, software and technical proficiency, budget compatibility, and overall personality fit.

Budget

Define the scope of work and determine how to execute it cost-effectively using the right resource model. Outsourcing a bookkeeper is often more economical than hiring in-house or handling it yourself—which can lead to costly mistakes and drain valuable time. With augmented staffing, you can hire on an as-needed basis at a fixed or hourly rate, easily scale services as your business grows, and significantly reduce time spent on recruitment and onboarding.

Onboard

Now, onboard your ready-to-go team in a matter of days—or even hours. Streamline collaboration by aligning workflows and setting clear expectations from the start. Whether you're working with an in-house accountant or a remote professional, ensure a smooth launch by establishing communication protocols, aligning on deadlines and processes, granting access to necessary platforms, and reviewing customized best practices tailored to your business.