Our Process

Your path to clearer financials with our bookkeeping services for small businesses.
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Our Simple, Supportive Bookkeeping Process

From onboarding to monthly reports, we guide you every step of the way—so you always know what’s happening behind the numbers.

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    1
    Discovery Call

    We’ll start with a quick conversation to learn about your business, your current bookkeeping setup, and your goals. This helps us tailor a service plan that fits your needs perfectly.

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    2
    Easy Onboarding
    After you sign on, we’ll handle the heavy lifting—setting up your QuickBooks Online account (if needed), gathering key documents, and organizing your financial information for a smooth transition.
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    3
    Cleanup & catch-up (If needed)
    If your books need a little TLC, we’ll jump into cleanup mode. We’ll categorize transactions, reconcile accounts, and bring everything up to date—quickly and accurately.
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    4
    Monthly bookkeeping begins
    With clean books in place, we manage your ongoing transactions, invoicing, bill pay, reconciliations, and reporting. You get consistent, worry-free financial management every month.
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    5
    Clear, Monthly Reports

    At the end of each month, you’ll receive easy-to-understand financial reports that help you make smarter business decisions—with no confusing jargon.

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    6
    Responsive Support Anytime

    Questions? Changes? Need advice? We're always just an email or call away. We believe bookkeeping should feel collaborative, not confusing.

Schedule a Free Call

Ready to Simplify Your Bookkeeping?
Let's turn financial overwhelm into confidence. Reach out today and find out how easy it can be to get started with Brite.
Book a Free Consultation
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