You focus on
the big picture.
We focus on helping
you get there.
You focus on
the big picture.
We focus on helping
you get there.
You focus on
the big picture.
We focus on helping
you get there.
What types of solutions do we provide?
What types of solutions do we provide?
What types of solutions do we provide?
Bookkeeping
QuickBooks Cleanups
Financial Statements
Bill Tracking & Payments
Bookkeeping
QuickBooks Cleanups
Financial Statements
Bill Tracking & Payments
Financial Statements
Bill Tracking & Payments
Revenue Tracking
1099 Filing
Sales Tax Compliance
Custom Reporting/Analytics
Revenue Tracking
1099 Filing
Sales Tax Compliance
Custom Reporting/Analytics
Revenue Tracking
1099 Filing
Sales Tax Compliance
Custom Reporting/Analytics
Tax Return Filing
State and Federal Tax Compliance
Tax Planning
Tax Credits
Tax Return Filing
State and Federal Tax Compliance
Tax Planning
Tax Credits
Tax Return Filing
Tax Planning
How our bookkeeping solutions work:
How our bookkeeping solutions work:
How our bookkeeping solutions work:
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
