Where you are, and what you need from us
This proposal lays out three service levels, plus payroll‑only service for businesses that keep their own books. Pick the one that fits, add anything specific to your business, and accept below. Once you accept, we send your engagement letter and ACH authorization through our secure e‑signature portal. Your bank details go only into that signed authorization and never onto this page.
Books you can rely on
Your accounts reconciled on a regular schedule, with a branded financial report that shows where the business stands. Growth and Advisory clients are updated every month.
One firm, one flat fee
Bookkeeping and payroll under one predictable monthly fee, so year-end and tax time are a formality and not a scramble.
A person you know
You work directly with our team in Midlothian. You won't be passed through a call center or a rotating staff.
Service packages
Flat monthly fees drafted by ACH. No hourly billing for work inside your package.
QuickBooks & payroll
Tell us how your books and payroll are set up today, and your monthly fee updates below. Keeping your existing QuickBooks file carries no setup charge. Payroll we run moves onto our ADP account with a one‑time setup. If we open a new QuickBooks file for you, the subscription is included in your monthly fee at our discounted rate.
Optional add‑ons
Select anything that applies. Monthly items are added to your recurring draft. One‑time items are drafted once when service begins, and per‑filing items are billed when filed.
Engagement terms at a glance
The full terms are in the engagement letter you will sign. These are the points that matter most.
Accept this proposal
Thank you, . Here's what happens next.
- Proposal accepted
Reference . A confirmation with your selections is on its way to .
- Sign your engagement letter and ACH authorization
Within one business day, we send both documents through Encyro, our secure e‑signature portal. That's where you'll enter your routing and account numbers.
- Onboarding call
We schedule a 30‑minute kickoff to connect your bank feeds and QuickBooks access.