How It Works

Getting started with Ellance Solutions is simple. Our process is designed to make your bookkeeping organized, transparent, and stress-free.

1. Book a Free Consultation

Tell us about your business, your bookkeeping needs, and any challenges you're currently facing. We'll discuss how Ellance Solutions can support you and determine whether we're a good fit.

2. Receive a Customized Bookkeeping Plan

Based on your business needs, we'll recommend the appropriate bookkeeping services and package. We'll clearly explain what's included, pricing, and what you can expect from working with Ellance Solutions.

3. Get Started with Your Bookkeeping

Once you approve the plan and complete the onboarding process, we'll gather the necessary information and access needed to begin your bookkeeping services.

4. Ongoing Bookkeeping & Monthly Reporting

We'll maintain your books, reconcile your accounts, categorize transactions, and provide your agreed-upon financial reports on a regular basis. We'll also communicate with you when clarification or additional information is needed.

5. Review Your Financial Reports

You'll receive your agreed-upon financial reports and have clear, organized information about your business. We encourage you to review your reports and reach out with any questions or items that need clarification.

6. CPA Handoff & Year-End Support

At year-end, we'll help ensure your bookkeeping records and financial reports are organized and ready for your tax professional. When selected, our CPA-Ready Handoff Package provides a year-end financial package, including relevant financial reports and supporting information, to help your tax preparer work from organized and up-to-date books.