From First Call To Clean Books In Four Steps.
No long contracts or complicated setup. Here is exactly what happens.
Book A Consultation
Choose a time online. Tell us a little about your business before the call. The discovery call is free.
Get Your Quote
We review your accounts, volume and goals, then email you a clear quote with your monthly price and what is included.
Approve And Pay
Reply to approve your quote. We send your first invoice with a secure link to pay by card or bank transfer.
Send Your Documents
Upload your bank statements and records through our secure link. We set up your books and start work.
After That
Every month we update your books, reconcile your accounts and send your reports. You can reach your accountant any time with questions.
What You Will Need
- Recent bank and credit card statements
- Access to your current accounting software, if any
- A list of open invoices and bills
- Prior year tax return, if available
🔒Your information is safe
Documents are shared through a secure, encrypted upload link. Only your CLPA 360 team can see them.
Ready To Get Your Books In Order?
Book a free 15 minute call. We will review where you are and what you need.