How does it all work?
What Makes Our Process Different
Simple. Strategic. Stress-Free.
At Purple Sapphire Business Solutions, we believe financial support shouldn’t feel like a black box. That’s why our process is built on clarity, communication, and strategy—whether you’re coming to us for tax help or full-service bookkeeping.
Here’s how we make the magic happen:
So How Do We Work?
Step 1: Choose Your Path
Not sure if you need tax support, monthly bookkeeping, or both? Start with our interactive quiz or reach out to tell us what’s on your mind. We’ll guide you to the right fit based on your goals, industry, and current financial setup.
If you are ready to Choose your Path
Click on the button below ⬇️
Step 2: The Discovery Call
You talk, we listen. This isn’t a sales pitch—it’s a real conversation. We’ll ask about your challenges, your goals, and your current systems. Then we’ll walk you through how we can help and what it would look like to work together.
What we’ll cover:
Where your business or finances are now
What “success” looks like for you
What systems or support you already have in place
Any deadlines or priorities (like tax season 👀)
Step 3: Custom Proposal + Package Match
After our call, we’ll send over a clear proposal based on your needs. We’ll match you to one of our signature service tiers—or create a custom plan if you don’t fit neatly into a box.
Our First Class package begins at $2,500/month and delivers full-service oversight, and hands-on support from a dedicated financial team.
You’ll walk away knowing:
Exactly what’s included—from weekly updates to custom reports
When we’ll start—and how quickly you can expect results
What onboarding will look like—so there are no surprises
What the investment is—and why it’s designed to pay you back
It’s not just about clean books. It’s about building a financial foundation that scales with you.
Step 4: Onboarding (We Keep It Painless)
Once you say yes, we’ll guide you through onboarding step-by-step. No clunky portals. No guessing. Just clear instructions, easy uploads, and a dedicated point of contact from day one.
Onboarding includes:
Access to our secure client portal
Checklist of what we need from you
Initial data cleanup (if needed)
A timeline for your first reports or filing
Step 5: Ongoing Support + Strategy
Whether you're on a monthly bookkeeping plan or a one-time tax prep package, we stay in touch, stay proactive, and stay ahead of the curve.
Monthly updates (not just once a year)
Tax support year-round (not just in April)
Clear communication and fast follow-up
Regular check-ins if you're on a strategy package
You’ll always know:
✅ What’s happening with your financials
✅ What we need from you (if anything)
✅ What’s coming next
✴The Purple Sapphire Difference✴
We’re not volume-based. We’re value-driven.
We don’t speak in jargon. We speak human.
We don’t disappear after onboarding. We become your go-to partner.
When we say full-service—we mean it.
Ready to See the Difference for Yourself?
Let’s talk about where you are, what’s not working, and how we can help you move forward—without the stress.