---
title: "How We Work — Books Closed by the 3rd"
url: "https://atkinscpafirm.com/how-we-work"
description: "4-step onboarding to migrate to QBO, deploy automation, and produce books closed by the 3rd starting Month 2."
---

# How We Work

## The Process

### 1. Discovery Call _(15-30 min)_

We talk through your current setup, what's frustrating you, and what you actually need. No sales pitch, just an honest conversation about whether we're a good fit.

### 2. Proposal & Onboarding _(Week 1)_

You get a clear proposal: $3,000/month, everything included, no surprises. Once you're in, we connect to your QuickBooks Online and set up your automation workflows.

### 3. Month 1: Setup _(30 days)_

We build custom automation tailored to how your business actually works. Transactions start categorizing themselves. We clean up any historical data so you're starting from a solid baseline.

### 4. Month 2+: Accelerated Close _(Ongoing)_

Starting Month 2, your books are closed by the 3rd of every month. You get a clear snapshot of your profit, cash, and what you owe, plus a monthly walkthrough with your CPA explaining what the numbers mean.

## Who We Work With

### Built for

- Service-based businesses on QuickBooks Online
- Owners who want monthly financials by the 3rd, not week 3
- Teams using or willing to use Microsoft 365
- Operators who want a CPA's eyes on the numbers, not just a bookkeeper

### Not a fit

- Tax preparation or filing — we partner with tax CPAs but do not file returns
- Audit, attest, or assurance engagements
- Inventory-heavy retail / e-commerce on Shopify or Amazon
- Restaurants, construction WIP, or multi-entity consolidations beyond 3 entities
- Cash-only or paper-receipt operations
- Businesses unwilling to migrate off Xero, Wave, or spreadsheets

## Get Started

- [Book a 15-minute call](https://calendly.com/atkinscpa/fitcall)
- [Free Assessment](https://atkinscpafirm.com/free-assessment)