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Free Consultation 

If you'd like to chat about your requirements, we offer a free consultation.  Alternatively, you can request an estimate directly.

Initial Agreement

We sign a brief agreement to cover your data security, data retention and related matters during the quotation phase.

Review

You send us an invitation to your books or provide us with the necessary links and documents.  If we need further information, we'll reach out.

Estimate

If we're a good fit for you, we'll send you a customized Estimate along with our Service Agreement for your review and signature.

Agreement & Discovery

You set up your Client Portal and answer some onboarding questions.  Service can be backdated to the first day of the current month or start with the next service period.

Let's get started...

When you've accepted our quotation, signed our Service Agreement, and paid your first invoice, we'll get to work.  Monthly service periods are per calendar month, paid in advance and billed to your credit card automatically.

Use our client portal to change, pause or cancel your service, submit admin tasks and watch our progress as we complete your requirements each month.  Changes take effect on the first day of the following month, after your current paid period has ended.

Get a quote in two easy steps

STEP 1 -  Review our service menu and decide which services are of interest then complete the form below.   View service menu

STEP 2 -  For bookkeeping clients only:  After submitting the form below, go to your accounting software and send an accountant invitation to clients@flexcentra.com.  If you don't use software, please set permissions and send document links to the above email address.  If you're only interested in admin or executive assistance, you can skip this step.​

How can we help you?

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