A clear first step
Know what happens after you book
Start with one discovery call. We review where the books stand, identify the work that needs an owner, and explain the scope before you commit.
- 45-minute video call
- No obligation
- Scope before work begins
Your bookkeeping journey
From discovery call to a defined monthly process
The call is for understanding the books and deciding whether the work fits. You do not need to complete a separate quote form first.
- Step 01
Choose a time
Select a 45-minute video call from the calendar. Share a little context so we can prepare for the conversation.
- Step 02
Review the current books
We discuss your entities, properties or projects, accounts, systems, reporting needs, and how current the books are.
- Step 03
Define the scope
If Daxable is a fit, we explain the ongoing work, any cleanup or catch-up needed, responsibilities, exclusions, and pricing.
- Step 04
Begin a clear handoff
After you accept the scope, we confirm access, source records, contacts, and the first cleanup or monthly-close milestones.
Prepare for a useful call
Bring the operating picture, not a perfect set of books
You can start even when records are behind or the workflow is unclear. A practical overview helps us ask the right questions and distinguish ongoing bookkeeping from cleanup.
Helpful details to have nearby
- How current your bookkeeping is
- The entities, properties, or projects involved
- Your bank, card, payroll, and operating systems
- The reports or decisions you need the books to support
Ready when you are
Choose a time to discuss your books
The calendar opens with available times. We will confirm fit, scope, and the next step during the call.