Our Process

Simple onboarding.
Real results.

No complicated setup. No months of transition. Here's how we get your finances running smoothly.

01

Discovery Call

We start with a 30-minute call to understand your business, current pain points, and goals. No sales pitch — just questions.

  • Review your current accounting setup
  • Identify bottlenecks and inefficiencies
  • Discuss your growth plans
02

Custom Proposal

Within 48 hours, you'll receive a detailed proposal outlining exactly what we'll do, how much it costs, and when we can start.

  • Fixed monthly pricing — no surprises
  • Clear scope of services
  • Timeline and milestones
03

Onboarding

We connect to your systems, set up automations, and get your books in order. Most clients are fully onboarded within 2 weeks.

  • Bank feed & software connections
  • Historical data cleanup (if needed)
  • Automation setup & testing
04

Ongoing Operations

From here, it's autopilot. We handle the day-to-day while you focus on running your business.

  • Monthly financial statements
  • Real-time access to your data
  • Dedicated bookkeeper on call

What makes us different

❌ Traditional Firms

  • Billable hours anxiety
  • Month-old financial data
  • Paper-based processes
  • One-size-fits-all approach
  • Hard to reach your accountant
  • Surprise invoices

✓ HelloFinance

  • Fixed monthly pricing
  • Real-time financial data
  • 100% cloud-based
  • Custom solutions for your business
  • Dedicated bookkeeper on call
  • Transparent, predictable costs

Tools you already know

We work with the best cloud accounting platforms and integrate with the tools your business runs on.

📊

QuickBooks Online

Industry-standard accounting for small to medium businesses.

📈

Xero

Beautiful, intuitive accounting with powerful integrations.

🏢

ERPNext

Full-featured ERP for growing companies.

💳

Stripe

Payment processing & revenue recognition.

🛒

Shopify

E-commerce sales & inventory sync.

🏦

Flinks

Secure Canadian bank connections.

Common questions

How quickly can you start?

Most clients are fully onboarded within 2 weeks. If you're behind on books, catch-up work may take longer depending on the backlog.

What's your pricing?

We offer fixed monthly fees based on your transaction volume and service needs. No hourly billing, no surprise invoices. Contact us for a custom quote.

Do you work with my accountant?

Absolutely. We prepare year-end packages and work directly with your CPA or tax accountant to ensure a smooth handoff.

What software do I need?

We work with QuickBooks Online, Xero, and ERPNext. If you're on something else, we can help migrate you to a modern platform.

How do we communicate?

Email, Slack, or scheduled calls — whatever works for you. You'll have a dedicated bookkeeper who knows your business.

Is my data secure?

Yes. We use bank-level encryption and follow best practices for data security. All our tools are SOC 2 compliant.

Ready to modernize your back office?

Book a free 30-minute consultation. No commitment, no sales pitch.

Book a Free Consultation →