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Thank You for Scheduling A Free Discovery Call

Please take a moment to watch the video message from Parker Stevenson. We cover important information to prepare you for your upcoming consultation call.

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To prepare for our call

If you have any questions, please feel free to reach out to [email protected].

Please have the following information available for us to go over together:

1. Total Revenue for the previous year

2. Total Revenue so far for the current year (a rough estimate is fine)

3. A list of all accounts being used for your business:

  • Checking
  • Savings
  • Credit Cards
  • PayPal
  • Merchant Accounts (ex. Stripe, Square)
  • Sales Software (ex. Thrivecart, Kajabi, Keap)
  • Business Loans/Lines of Credit

Why is this information important?

The above information will help our team determine if your financial systems are a good fit for our service and will allow us to provide you with an accurate price quote.

What makes us different?

We specialize in working with online businesses

It’s important to work with a bookkeeping team that truly understands how your business operates. Unlike other bookkeepers, we don’t work with just any business that comes our way. We ONLY work with online businesses. This has allowed our team to develop a deep expertise on how to properly reconcile and manage the financial data for a business like yours.

We strive to educate and coach our clients

We go the extra mile to help you understand what your numbers are telling you and provide you with the insights you need to make more confident business decisions. During our high touch on-boarding process, we will teach you our unique financial framework that will help you to get your finances more organized and your business more profitable.

We prioritize your customer experience above all else

We understand the challenges business owners face in finding a reliable accounting team, which is why our clients truly appreciate the proactive, communicative, and consistent bookkeeping and tax services they receive from us. With a commitment to quality over quantity, our accountants and bookkeepers each serve a limited number of clients, ensuring that you receive the personalized attention you deserve.

Who is our ideal client?

Six and seven figure online businesses operating in US dollars that generate revenue through...


courses, membership sites, digital downloads, software, etc.


coaches, consultants, freelancers, agency owners, etc.


Youtubers, podcasters, social media influencers, bloggers, public speakers, authors, etc.