How We Work
From first call to accelerated close. Here's exactly what the process looks like when you work with Atkins CPA.
Discovery Call
15-30 minWe talk through your current setup, what's frustrating you, and what you actually need. No sales pitch, just an honest conversation about whether we're a good fit.
Proposal & Onboarding
Week 1You get a clear proposal: $3,000/month, everything included, no surprises. Once you're in, we connect to your QuickBooks Online and set up your automation workflows.
Month 1: Setup
30 daysWe build custom automation tailored to how your business actually works. Transactions start categorizing themselves. We clean up any historical data so you're starting from a solid baseline.
Month 2+: Accelerated Close
OngoingStarting Month 2, your books are closed by the 3rd of every month. You get a clear snapshot of your profit, cash, and what you owe, plus a monthly walkthrough with your CPA explaining what the numbers mean.
The Tech + Touch Method
Every engagement is built on two pillars that work together.
The Tech
Custom automation built specifically for your business. We handle the sorting, categorizing, and checking so you don't have to. Configured in Month 1, running automatically every month after.
- QuickBooks Online automation
- Custom data workflows via API integrations and n8n
- Automated categorization and reconciliation
- Live dashboard you can check anytime
- Every account reviewed automatically
The Touch
A real CPA reviews your numbers every month. Catches what the automation missed. Explains what it all means. Flags anything unusual. Shows up consistently, not just when something goes wrong.
- Personal CPA review every month
- Monthly scheduled walkthrough (video or live)
- Problems flagged before they cost you
- Plain-English explanations of what your numbers mean
- Direct access to your CPA with 1-day response time
From Weeks to the 3rd
On the 1st business day of the new month, automation handles the heavy lifting. Within days, you have a clear picture of your business in your inbox.
Automation Runs
Everything syncs, sorts, and categorizes itself. The system does the heavy lifting.
CPA Reviews
Every number verified. Anything unusual flagged and resolved. Nothing gets through unchecked.
You Get Your Numbers
A full report delivered in the format that matters to you, with a meeting already on the calendar to walk through every detail with your CPA. If we miss the 3rd, that month is free.
Built for the right fit. Honest about the wrong one.
Built for
- Service-based businesses on QuickBooks Online
- Owners who want monthly financials by the 3rd, not week 3
- Teams using or willing to use Microsoft 365
- Operators who want a CPA's eyes on the numbers, not just a bookkeeper
Not a fit
- Tax preparation or filing — we partner with tax CPAs but do not file returns
- Audit, attest, or assurance engagements
- Inventory-heavy retail / e-commerce on Shopify or Amazon
- Restaurants, construction WIP, or multi-entity consolidations beyond 3 entities
- Cash-only or paper-receipt operations
- Businesses unwilling to migrate off Xero, Wave, or spreadsheets
Ready to get started?
The first step is a 15-minute call. We'll talk through your current setup and what the onboarding process would look like for your business.
Book a Free 15-Min Call