Explore Our Proven Process
Elevate your accounting experience to unparalleled precision!
Complementary Consultation
Professional bookkeeping, accounting, tax, and financial planning shouldn’t be out of reach. That’s why we offer
Designed to fit your accounting requirements and budget.
Unlock the full potential of your business with our quality expert accounting, tax and advisory services. We invite you to schedule an initial 30-minute consultation tailored just for you.
In this personalized session, we will delve into the specific needs of your business, providing you with valuable insights into how our services can streamline your financial processes, enhance efficiency, and drive growth.
Don't miss this opportunity to succeed! Explore the possibilities that will elevate you and your business to new heights of achievement.
Some software manufactures offer accounting firms discounts. We will pass those discounts on to you, if available.
Time and Money Savings thrive on ample information
Onboard and Onward
During onboarding:
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You will have a virtual meeting with your dedicated accountant to:
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Discuss specifics of your business operations and set up your accounting software.
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Structure your accounting ledger, and connect bank accounts, credit cards, and apps to the banking center.
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Enroll your business in automatic bank statement uploads and set up payroll if applicable.
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Review app integrations tailored to your unique business automation needs.
After onboarding:
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Your bookkeeping is performed on a regular monthly schedule and your accounting will undergo task automation in the process.
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You will only need to scan to app your receipts for billable expenses, with customer specifics, respond to transaction questions, upload any requested documents and receive monthly financial and other reports all from within the software. *Invoicing process varies.
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Schedule follow up virtual meetings or phone conferences, as needed or by request. Text and chat for immediate assistance.
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We are committed to being on time, on task, and accessible to your business.