How It Works
From first message to a monthly routine
Nothing here is simulated. Each step is labeled with whether it is live today or waiting on the system Jackie selects and approves.
Tell Jackie where the books stand
A short intake describing your business, your software, and the current condition of your records.
Live on this site
Complete the relevant questionnaire
A follow-up questionnaire matched to the stage you're in — cleanup, ongoing, or tax preparation.
Pending approved form provider
Securely connect accounting accounts
Read access to your accounting file so Jackie can review the current state before quoting scope.
Pending approved accounting platform
Upload requested documents
Statements and supporting records requested through a secure upload, never plain email attachments.
Pending approved secure upload provider
Review scope and pricing
A written summary of what is included, what is excluded, and what it costs before any work begins.
Prepared by Jackie
Sign and pay digitally
Engagement letter signed electronically and payment handled through an approved processor.
Pending approved e-sign and payment providers
Receive recurring tasks and updates in a protected workspace
Monthly document requests, open questions, and completed reports in one place instead of scattered email.
Pending approved client portal