Getting started takes 30 minutes. We handle everything from there — so you can focus entirely on growing your business.
We start with a no-obligation 30-minute call to understand your business, current financial situation, pain points, and goals. This call is free, there's no pressure, and you'll walk away with clarity regardless of whether you hire us.
We'll ask about your transaction volume, current software, pain points with your existing bookkeeper (if any), and what you're trying to achieve financially.
Based on your discovery call, we build a tailored service plan that matches your exact needs and budget. You'll see a clear breakdown of every service included, what to expect each month, and a flat monthly price with no hidden fees.
No one-size-fits-all packages. If you need bookkeeping but not payroll, or tax planning but not CFO services — we structure it around you.
Once you're on board, your dedicated bookkeeper handles everything: connecting bank accounts and credit cards, setting up your chart of accounts in QuickBooks, migrating from your previous software, and establishing your financial workflows.
Most clients are fully onboarded within 5 business days. If you have a backlog of messy books, we'll give you a catch-up timeline upfront.
Every month, by the 15th, you receive a full financial package: Profit & Loss statement, Balance Sheet, Cash Flow statement, and a brief advisory note from your bookkeeper highlighting anything notable — trends, concerns, or opportunities.
Growth and Elite plan clients also get a monthly check-in call with their advisor to review the numbers and plan ahead strategically.
A clear picture of your income, expenses, and net profit — by the 15th of every month.
A snapshot of your assets, liabilities, and equity — always up-to-date and accurate.
Know exactly where cash is coming from and where it's going — every month.
Every account reconciled monthly so your books always match reality.
A brief written summary each month highlighting key insights, trends, or action items.
Growth & Elite clients get regular advisory calls to review numbers and plan ahead.
24/7 access to your financial data via your secure client portal — on any device.
Any question answered within 48 business hours. Premium clients get same-day.
Never miss a filing deadline. We send proactive reminders for every tax due date.
We use the industry's leading software to ensure accuracy, security, and seamless integration with your existing workflows.
Our primary bookkeeping platform — we're certified ProAdvisors.
Cloud accounting for clients who prefer Xero's interface and integrations.
Secure bank feed connections — read-only access, bank-grade encryption.
Full-service payroll processing with built-in compliance and tax filing.
Beautiful KPI dashboards and financial reports for CFO clients.
Automated document collection and data extraction for receipts and bills.
Secure client portal for document sharing and communication.
Receipt and expense tracking with automatic categorization.
Book your free discovery call today and we'll show you exactly how Lynn Cheney Tax can help your business.
Free 30-min call · No credit card · Cancel anytime