Here's how our Core Process works

Step 1

A collaborative review of your organization's strategies and the goals of your business. Conduct a comprehensive assessment of your company's books to identify gaps in processes and records.

Step 2

Address and resolve identified bookkeeping gaps to keep your financial records up-to-date. Develop a bookkeeping plan, including customized processes and procedures.

Step 3

Maintain the processes and procedures for your accounts outlined in the bookkeeping plan. Implement ongoing monitoring, fine-tuning, and review of books, processes, and procedures.

Our Services

Expert BOOKKEEPING SUPPORT

  • From A-Z in QuickBooks Online using your subsidiary systems to provide monthly financial statements

OUR MOST COMPREHENSIVE OFFERING

  • Monthly financial review
  • Coordination with your CPA and other outside professionals
  • Monthly dashboard report with key need-to-know financial data in an easy-to-understand format
  • From A-Z in QuickBooks Online using your subsidiary systems to provide monthly financial statements

Business Advisory Services

  • Customized support for decision making
  • Assistance with budgeting and cash flow planning
  • Consulting for growth strategy, mergers and acquisitions, and more

EXPERT BOOKKEEPING SUPPORT + DASHBOARD

  • Coordination with your CPA and other outside professionals
  • Monthly dashboard report with key need-to-know financial data in an easy-to-understand format
  • From A-Z in QuickBooks Online using your subsidiary systems to provide monthly financial statements