From Financial Chaos to Total Clarity.
See exactly how our bookkeeping service works through a simple, transparent process designed to remove administrative work, so you can focus on what you do best: growing your business.
Your Effortless Start in Minutes
From payment to portal, your journey to clarity begins immediately with a simple, guided setup.
1. Check Your Email
Instantly after completing your payment, you’ll receive a welcome email with a secure link to your personal Client Portal.
2. Set Up Your Portal
Follow the simple prompts to create your password. Inside, you’ll find a welcome message from your expert team, ready to guide you.
3. You’re All Set
That’s it. Your onboarding is complete. Now you’re ready to upload documents and chat with us anytime, all within the portal.
Your Simple Monthly Bookkeeping Process
Our entire process is built around one goal: giving you back your time. You handle the first step, we handle the rest.
Upload (You Upload)
Securely upload, email, or snap photos of your documents via our Client Portal or App. Our system instantly organizes everything.
Process (We Handle)
Your dedicated TTB expert team takes over. We categorize every transaction and reconcile all your accounts with precision.
Control (You Gain)
Log in to your dashboard anytime, anywhere. Access clear financial reports, see your real-time performance, and gain total control.
How Our Bookkeeping Service Works: What “We Handle the Rest” Means
Your effortless experience is powered by our rigorous, expert-driven workflow. We combine smart technology with real accounting expertise so you can have total peace of mind.
Intake & Collection
Your documents enter our secure system, where our modern intake process performs an initial scan and pre-categorization, flagging items for expert review.
Expert Reconciliation
Your dedicated bookkeeper takes over. They manually review transactions, match receipts, and reconcile all bank, credit card, and loan accounts.
Quality Review
A Senior Accountant performs a final review of your books. They check for compliance, ensure accuracy, and identify potential tax-saving opportunities.
Insight Delivery
Your dashboard is updated. We deliver your clear, finalized reports and highlight key trends or anomalies, giving you actionable insights.
Your Data, Your Way. Securely Connected.
We are built to fit your business, not the other way around. Choose the method that gives you the most confidence and control.
The Simple Path: Upload Securely
Simply upload your statements and documents through our secure portal. This is the most direct way to get started—we’ll provide simple guides for exactly what’s needed.
Securely Link Your Tools
We can securely connect your existing platforms, handling the seamless data sync in the background.
Connects with tools like:
The Outcome: More Than Just Books
This entire system is designed to deliver one thing: a new level of control, built on three pillars that give you the confidence to lead.
Effortless
Our secure digital platform puts everything in one place. Simply upload your documents, and our expert team handles the rest, saving you hours every month.
Fair
Your success shouldn’t be penalized. Our pricing is based on your monthly expense transactions, not your revenue, ensuring you only pay for the work you need.
Insightful
Your financial data is your roadmap. We deliver clear, actionable insights that help you understand performance, make smarter decisions, and plan for the future.
Ready to Experience This Clarity?
Now that you’ve seen how our bookkeeping service works, take the next step towards total financial control and get back to focusing on your business.