“A journey of a thousand miles begins with a single step.”
– Chinese Proverb
Take that first step to see if we’re a good fit for working together.
Get started
Three steps, no pressure.
A short call
20 minutes to hear what you’re running, what’s working and what isn’t. If we’re not the right fit, we’ll say so on that call.
A proposal in writing
Scope, what’s included and what isn’t, in plain language. Accept it and you’ll get an engagement letter to sign digitally.
View-only access, then we go
We request view-only access to your accounting file, banking, DOR and connected systems. Enough to do the work, nothing more.
“We had a great experience with Taylor and Next Level Books! Their team helped us integrate our accounting software and ensured everything was updated properly. We periodically consult with them for bookkeeping questions, and they are always so responsive and helpful. We greatly appreciate Next Level Books and will continue to use them in the future!”
Efinity Technologies
The Right Fit
We’re a good fit for some businesses and a poor fit for others.
One more check to make before you spend 20 minutes on a call.
A Good Fit
- Established Washington construction trades: General, remodel, HVAC, electrical, specialty
- Typically doing $500K to $3M a year, solo or with crews
- Law firms and professional service businesses
- Already running QuickBooks Online or Xero
- Wanting the books and the state filings handled properly, not just cheaply
Not A Fit
- Inventory-heavy businesses
- Shopping purely on price
- Wanting to hand it off and never hear from us
- Wanting tax prep and bookkeeping under one roof
Not sure if we’re the right fit?
Worth reviewing before you spend 20 minutes on a call.