Start the conversation
Tell us where your books are. We will take it from there.
Share a little context about your business and current bookkeeping setup. We reply within one business day with a recommended next step – and we scope the work in writing before anything is committed.
- One business day response
- No retainer required to talk
- Written scope and pricing before you commit
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What happens next
A short, predictable intake.
01 – Within one business day
We confirm receipt
We acknowledge your note and propose a 30-minute call to understand where your books are today.
02 – On the call
We walk through the work together
A short look at your current books, QuickBooks file, and what a steady monthly cadence would look like for your business.
03 – Within a week
You get a scoped quote
A written quote with scope and pricing. No pressure, no retainer required to start the conversation.
- QuickBooks fluency
- Monthly close on a steady cadence
- Plain-language reporting
- A named point of contact
- Written scope before you commit
Is this for you?
Who Soar is the right fit for.
A good fit if you
- Run a growing business at roughly $1M+ in annual revenue
- Have books that are behind, messy, or sitting in a tangled QuickBooks file
- Need a reliable monthly close and reporting cadence
- Want operational finance support without an in-house finance hire
Not the right fit if you need
- Investment, wealth, or M&A advisory
- Audit work, or tax filing on its own (we partner with CPAs)
- Pre-revenue or hobby-stage bookkeeping
Prefer email?
Reach us directly.
A direct email line lands in this section once final contact details are confirmed. The form above is the primary intake in the meantime – submissions arrive in our HubSpot inbox and we reply within one business day.