Optimize your accounting for maximum speed and precision!
Complementary Consultation
Professional bookkeeping, accounting, tax, and financial planning shouldn’t be out of reach. That’s why we offer
Our plans are 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 a free 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.
Some software manufactures offer accounting firms discounts. We will pass those discounts on to you, if available.
Maximizing your growth and compliance requires comprehensive data input
Onboard and Onward
*Optional
During onboarding:
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You will have a virtual meeting with your dedicated administrative assistant 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 employee payroll and 1099 contractors 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 or email your bills or receipts for expenses with any job and billable customer specifics, respond to transaction questions, upload any requested source documents and receive monthly financial and other reports all from within the software. *Invoicing process varies based on your needs.
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Schedule follow up virtual meetings or phone conferences, as needed or by request. Email or Text chat for immediate assistance.
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We are committed to being on time, on task, and accessible to your business.