We start with a consultation to understand you and your business needs. Once we determine if we're a good match for each other we'll provide you with a quote for the services requested.
Step 1
Step 2
Information gathering time
We'll send you a list of documents we'll need to get started. Examples would be bank statements, credit card statements, loan documents and various docs.
Step 2
Step 3
Now the fun starts
Depending on the services you need, we'll either set up your QuickBooks file, clean your Chart of Accounts and/or begin the bookkeeping and start reconciling your bank statements with QuickBooks.
Step 3
Step 4
Tax-ready financials
Once all the books have been reconciled and the adjustments have been made, we'll be able to produce financial statements. These can be used to take a deep dive into the profitability of your company and/or preparation of your tax returns.
Step 4
Step 1
First, let's chat
We start with a consultation to understand you and your business needs. Once we determine if we're a good match for each other we'll provide you with a quote for the services requested.
Step 1
Step 2
Information gathering time
We'll send you a list of documents we'll need to get started. Examples would be bank statements, credit card statements, loan documents and various docs.
Step 2
Step 3
Now the fun starts
Depending on the services you need, we'll either set up your QuickBooks file, clean your Chart of Accounts and/or begin the bookkeeping and start reconciling your bank statements with QuickBooks.
Step 3
Step 4
Tax-ready financials
Once all the books have been reconciled and the adjustments have been made, we'll be able to produce financial statements. These can be used to take a deep dive into the profitability of your company and/or preparation of your tax returns.
Step 4
Step 1
First, let's chat
We start with a consultation to understand you and your business needs. Once we determine if we're a good match for each other we'll provide you with a quote for the services requested.
Step 1
Step 2
Information gathering time
We'll send you a list of documents we'll need to get started. Examples would be bank statements, credit card statements, loan documents and various docs.
Step 2
Step 3
Now the fun starts
Depending on the services you need, we'll either set up your QuickBooks file, clean your Chart of Accounts and/or begin the bookkeeping and start reconciling your bank statements with QuickBooks.
Step 3
Step 4
Tax-ready financials
Once all the books have been reconciled and the adjustments have been made, we'll be able to produce financial statements. These can be used to take a deep dive into the profitability of your company and/or preparation of your tax returns.