Working with Fidelia is simple and transparent. I believe clear expectations create confident partnerships — that’s why every client begins with a straightforward process designed to keep things organized from the start.
Step 1: Contact Me!
Fill out the short form on the "Get Started" page. You’ll share some basic details about your business, transaction volume, and bookkeeping needs.
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Step 2: I'll Reach out
I'll review the information you provided in the contact form to ensure Fidelia would be a good fit prior to taking the next steps. I will send you a short discovery form to help me understand your needs.
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Step 3: Receive a Quote
I’ll send you a personalized Quote outlining your pricing options.
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Nothing begins until you’ve reviewed and approved it — ensuring full transparency.
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Step 4: Sign & Set Up
Next, you’ll receive an Engagement Letter to review and e-sign. Once approved I will send you your first invoice via QuickBooks.
Setup begins as soon as payment is confirmed, including any QuickBooks onboarding or account access.
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Step 5: We Get to Work
I’ll begin organizing your books, reconciling accounts, or setting up your monthly workflow.
You’ll start receiving reports and regular updates as outlined in your engagement.
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Ongoing Support & Monthly Reports
If you've chosen Fidelia for your monthly bookkeeping, each month, you’ll receive your reconciled financials — along with insights and recommendations as your business grows.
Services automatically renew monthly unless you choose to make changes.