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With all the complexities of bookkeeping we like to make it as simple as possible for you with our four step process:
Step 1: Schedule your free consultation. We will assess your business needs & discuss how we can help achieve your financial goals.
Step 2: If we decide to move forward, we will collect all your financial documents & begin the process of setting up Quickbooks. This includes bank records, credit statements, loan documents, shoebox receipts, everything in order to bring your accounts current.
Step 3: We will set up your Quickbooks account, all financial accounts will be assessed, brought current, & input to your Quickbooks account. You are now balanced!
Step 4: Now that your account is current, stay in control of your finances with annual account reconciliation & reporting. You are ready for your CPA!
With all the complexities of bookkeeping we like to make it as simple as possible for you with our four step process:
Step 1: Schedule your free consultation. We will assess your business needs & discuss how we can help achieve your financial goals.
Step 2: If we decide to move forward, we will collect all your financial documents & begin the process of setting up Quickbooks. This includes bank records, credit statements, loan documents, shoebox receipts, everything in order to bring your accounts current.
Step 3: We will set up your Quickbooks account, all financial accounts will be assessed, brought current, & input to your Quickbooks account. You are now balanced!
Step 4: Now that your account is current, stay in control of your finances with annual account reconciliation & reporting. You are ready for your CPA!