You focus on
the big picture.
We focus on helping
you get there.
What types of solutions do we provide?
Bookkeeping
QuickBooks Cleanups
Financial Statements
Bill Tracking & Payments
Revenue Tracking
Virtual CFO Service
How our bookkeeping solutions work:
We start with a consultation to understand your and your business needs. Once we determine if we’re a good match for each other we’ll provide you with a quote for the services requested.
We’ll send you a list of documents we’ll need to get started. Examples would be bank statements, credit card statements, loan documents and various docs.
Depending on the services you need, we’ll either set up your QuickBooks file, clean your Chart of Accounts and/or begin the bookkeeping and start reconciling your bank statements with QuickBooks.
Once all the books have been reconciled and the adjustments have been made, we’ll be able to produce financial statements. These can be provided to your tax professional.
Depending on the services you need, we’ll either set up your QuickBooks file, clean your Chart of Accounts and/or begin the bookkeeping and start reconciling your bank statements with QuickBooks.
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