No black box. Just a plan.
Every step is named, timed, and visible in your portal. You always know where you are, who owns the next move, and when it'll be done.
- 14 days
- No card
- Keep the deliverables
Six milestones,
one calendar.
-
1
Documents complete
Days 1-3- We do
- Connect your bank, payroll, and accounting software over an encrypted, read only connection. Collect your prior year tax returns and entity docs.
- You do
- Approve 3-4 secure connection prompts. Upload prior returns to your portal.
- You see
- A live progress bar showing "1/6" and your assigned bookkeeper's name + photo.
-
2
Books cleaned
Days 4-7- We do
- Reconcile every transaction, categorize properly, fix prior errors, build your chart of accounts.
- You do
- Answer 2-5 quick questions about unusual transactions via secure message (usually under 10 minutes total).
- You see
- A before/after summary card. Real numbers. Real evidence.
-
3
Dashboard live
Days 8-10- We do
- Configure your real-time financial dashboard. Connect QuickBooks (or Xero) sync. Build your first month's P&L and balance sheet.
- You do
- Watch a 5-minute Loom tour from your bookkeeper. Bookmark the portal.
- You see
- "3/6, Your dashboard is live." A link to open it.
-
4
Tax plan delivered
Days 8-12- We do
- Your tax strategist analyzes your situation, identifies missed deductions, and builds a year-long tax plan.
- You do
- Read the plan (PDF, ~6 pages). Watch a 15-minute walkthrough Loom.
- You see
- Projected annual tax savings (real dollar amount, based on your numbers).
-
5
Training complete
Days 12-14- We do
- One 30-minute walkthrough, portal, dashboard, monthly close cadence, how to ask questions.
- You do
- Show up. Ask anything.
- You see
- Session recording + a printable cheat sheet for your operations team.
-
6
First monthly close
Day 15 (first 7 days of the following month)- We do
- Run your first monthly close. Deliver your monthly report + 5-minute Loom walkthrough.
- You do
- Read the report. Book a 20-minute Q&A if anything is unclear.
- You see
- "6/6, Onboarding complete. Welcome to ongoing service."
What most firms
won't put in writing.
Named owner from day 1
You see your bookkeeper's photo, name, bio, and direct line from milestone 1. Advisory and Executive tiers also see their tax strategist and (for Executive) fractional CFO.
No mystery, no waiting
Stuck on a step for more than 48 hours? Your account manager is auto-pinged. We chase the next step on your behalf, you never wonder 'is anything happening?'
You can leave with everything
If you cancel at any point during onboarding, you walk away with cleaned books, your tax plan, and full data export. We work for the client experience, not the lock-in.
Wherever you're
starting from.
No bookkeeping in place
Greenfield
Skip cleanup, focus on Chart of Accounts + first tax plan
DIY QuickBooks/Xero
Cleanup
Milestone 2 gets 3-5 extra days; QB reconfigure included
Working with a prior CPA
Migration
WAYG contacts prior firm on your behalf, requests records, handles transition
On another full-service firm
Takeover
Concierge migration, we manage the entire transfer end-to-end
Common questions.
Ready to start?
Reserve your free 14 day assessment or book a fifteen minute call. No card, either way.
- 14 days
- No card
- Keep the deliverables