Initial Contact

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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Discovery Review

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. If so, we will set up a short discovery call to learn about your business needs in order to provide a custom estimate. 

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Custom Estimate

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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Onboarding and Set-up

Upon approval of your quote, you’ll receive an Engagement Letter to review and e-sign. Once signed I will send you your onboarding package and first invoice via Quickbooks.

Setup begins as soon as payment is confirmed, including any QuickBooks onboarding or account access.

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Ongoing Support

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 statement of work

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