Every client follows the same simple path from the first consultation to a steady monthly bookkeeping rhythm. Here's exactly how it works.
Book a free 30-minute call. We'll talk about your business and current bookkeeping setup.
Tell us what's working, what isn't, what software you're on, and where you feel stuck.
We take a quick look at your books and accounts to understand the scope.
You'll receive a clear written recommendation - package, scope, cleanup if needed, and pricing.
Sign engagement letter, complete intake form, schedule kickoff.
Grant access to QBO, connect bank feeds, share statements and supporting documents.
We start your first month of monthly bookkeeping - or your cleanup/catch-up project.
Monthly reports delivered on a consistent schedule, plus a cover-note email and ongoing support.
A free 30-minute video or phone call. Low-pressure, conversational. Miya will ask about your business, what you currently do for bookkeeping, what software you use, what's working, and what's frustrating. There's no expectation that you sign up at the end.
Consultation Details →After the call, you'll receive a written recommendation: which package fits, what cleanup is needed (if any), pricing, and a proposed start date. No pressure, no surprises.
Once you say yes, onboarding takes about 14 days. Engagement letter, intake form, access setup, bank feed connections, and a thorough review of your current books.
Onboarding Details →Your first close cycle kicks off. By the 10th of the following month, you have clean reports and your first cover-note email.
Monthly Close Details →