Services

SERVICE WE OFFER

Trust us to maintain the integrity and accuracy of your financial records, giving you peace of mind and a solid foundation for future growth.

THe BASICS

  • ACCOUNTS PAYABLE
  • ACCOUNTS RECEIVABLE
  • CLASSIFY & RECORD TRANSACTIONS
  • DELIVERY OF FINANCIAL STATEMENTS
  • RECONCILIATION
  • PAYROLL Management
  • clean up project's
  • Monthly reviews

THE EXTRAS

  • BUDGETING
  • BUSINESS CONSULTATION
  • REGULATORY COMPLIANCE
  • Local City & State Tax Filings

MANY OF OUR PROSPECTIVE CLIENTS COME TO US SAYING A LOT OF THE SAME THINGS:

"I'VE BEEN THROUGH A STRING OF BOOKKEEPERS"
"l CAN'T FIND SOMEONE WHO KNOWS HOW TO REALLY OWN THE ACCOUNTING PROCESS IN MY BUSINESS"
"IT STARTED OFF REALLY WELL, BUT AS THE BUSINESS BEGAN TO GROW, SHE STARTED MAKING HUGE MISTAKES, AND NOW SHE'S AVOIDING ME"

Allow Me to Pull Back the Curtain on These Conundrums:

BOOKKEEPERS ARE NOTORIOUSLY HORRIBLE ENTREPRENEURS! THEY MAY KNOW A THING OR TWO ABOUT THE BOOKS, BUT ONCE THEY HIT THEIR CEILING, THE CRACKS IN THEIR BUSINESS BEGIN TO SHOW UP IN YOURS.

SUCCESS IN BOOKKEEPING IS NOT SO MUCH ABOUT FINDING THE RIGHT PERSON AS IT IS ABOUT GIVING YOUR COMPANY AN ADVANTAGE BY IMPLEMENTING THE RIGHT SYSTEM. THAT'S WHY WE DON'T SELL YOU ON AN INDIVIDUAL, RATHER, WE DELIVER THE SUPERCHARGED, ROBUST MACHINE WE'VE CREATED AND THE RESULTS OUR AMAZING TEAM CONSISTENTLY DELIVER.

WHEN YOU DECIDE TO PARTNER WITH US, YOURE NOT JUST GETTING CLEAN BOOKS. YOU'RE GETTING THE TESTED AND TRIED VEHICLE THAT WE'VE BEEN OPTIMIZING FOR MORE THAN 8 YEARS FOR HIGH CAPACITY ENTREPRENEURS WHO WANT MORE FROM THEIR BUSINESS.
I Need Help With My Books!

FREQUENTLY ASKED QUESTIONS

What services do you offer?

End-to-end bookkeeping: this includes categorizations, monthly reconciliations, billing, payroll management, local city and state tax filings, and monthly financial reviews.

Why should I outsource my bookkeeping?

Bookkeeping is time-consuming, it's not an easy task, and it's not a job for a low level admin. We've yet to meet a successful medical doctor who handles their own accounting. Plus, an expert in-house bookkeeper costs $60K/yr.

How do you ensure the confidentiality and security of my financial data?

Any software we utilize for our operations is industry standard and comes with existing security measures built-in, on par with modern banking cyber security and in-step with accepted industry practice.

What accounting software do you use?

Quickbooks Online (QBO) is the accounting software we use to manage all of our client books, so if you're not already on QBO we can migrate you. We are also familiar with many different billing, POS, and payroll systems and regularly interact with new products coming to market all the time.

How often will I receive financial reports?

We generate financial reports on a monthly basis once your monthly reconciliation has been completed.

How do I get started with your bookkeeping services?

Let's have a chat! Go ahead and snag a convenient time for yourself on our calendar. We'd love to meet you to explore if we'd be a good fit to partner on such an important aspect of your business.

Schedule a Call