Workflow
We offer detailed and exceptional bookkeeping service to our small businesses. All of our data input is done by trained professionals able to take the burden of bookkeeping off your business so you can focus on what you do best.
Here’s how your bookkeeping process is organized when you choose us:
Your case manager will reach out to gather your month-end financial documents (Bank Statements, Invoices, and Receipts). We can download them directly from your financial institution or you can provide a hard copy. You may transmit your data in various formats: Encrypted Email, Secure Fax, or you can upload them directly into our secure online database.
Once your documents are received, the Case Manager will image them for your electronic record and file any paper copies in a traditional filing cabinet.
The Bookkeeper will then take the information and enter the data into our accounting software. We currently use QuickBooks Online ® as well as our own accounting database.
The Accountant will analyze your file and compose your financial reports. They will also be on the lookout for any opportunities to legally reduce income tax liability. Most importantly they will make sure your file is kept up to date, and you are prepared for tax season.
Say Yes to us Today! And watch us take care of all your accounting and bookkeeping needs.
Why Choose Us
Services that Fit Your Needs
Generally, running a business while dealing with bookkeeping, payroll, and other tasks can be a nightmare, which can lead to errors in final documents. With our tailored bookkeeping services, you get access to your businesses’ financial picture right at your hand. We strive to bring peace of mind by performing a complete analysis of your books and offer smooth, fast, and accurate bookkeeping services that fit your needs.
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