Q3 Client Intake Special: 20% Off Your First 3 Months (Limited to 5 New Clients)
Book a 15-minute consultation with our U.S. accounting team to review your bookkeeping needs, align on scope, and get a transparent service plan for your business.
Ready to get an instant estimate?
Scope Review: Evaluation of your transaction volume, bank accounts, and software ecosystem (QuickBooks, Stripe, Gusto, etc.).
Catch-Up & Cleanup Needs: Assessment of any backlogged months or prior-period adjustments required before standard recurring work.
Custom Pricing Alignment: Transparent confirmation of your monthly retainer tier or custom project estimate.
Tech & Digital: SaaS, Tech Startups & Digital Service Providers needing GAAP/Accrual accuracy.
E-Commerce Brands: Multi-Channel Sellers struggling with payout reconciliations.
Growing U.S. Firms: Businesses looking for audit-proof, tax-ready financial packages optimized for their CPA.
Having trouble with the form? Email us directly at sales@excservcas.com.
Who will I be speaking with on the call?
You will speak directly with Romnick Bercasio (our founder) or a Senior Accounting Specialist from our U.S. client accounting team (not a high-pressure sales representative). We focus entirely on reviewing your financial workflow, assessing your monthly volume, and giving you clear, actionable guidance.
Is this call sales-heavy?
Not at all. This is a direct 15-minute consultation with our accounting team. We review your transaction structure, clarify your goals, and confirm whether our services match your business model.
Do I need to bring financial documents to the call?
No sensitive documents are needed! Knowing your approximate monthly transaction count, primary bank/credit card account numbers, and current accounting software is all we need to give you an exact quote.
How quickly can we start after our consultation?
Once we confirm your scope and you sign your service agreement, we initiate system onboarding within 24 to 48 hours.
What if I need my past months' books caught up first?
We handle full historical catch-ups and cleanups. During our call, we will evaluate how many months are behind and outline a fast catch-up roadmap to bring you current and tax-ready.
How much do your bookkeeping services cost?
Our pricing is transparent and scaled to your business volume. You can calculate an instant, customized quote anytime using our Get an Estimate tool, or we can calculate it together on our call.
