THE PROCESS

Let's take time to get to know each other. How did you get started, where are you now, where do you want to go? 

How can we help? Transaction posting, reconciliation, financial statements, reports, payroll, yearend, help with tax time, etc. 

We'll quote an hourly rate or subscription rate based on your transaction volume, accounts, complexity, and scope of services. 

Send us your info and we'll customize your bookkeeping solution, set you up in the cloud, and automate document sharing.

We'll deliver the scope of work you requested and help with any additional  needs that arise.

We'll prepare your yearend and liaise with your tax team to make your taxes easy.