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WHAT WE CAN DO FOR YOU
Bookkeeping & Tax Compliance
Let us get your books up to date and ready for year-end statements and tax return filings.
Accounting Software Support
We'll deploy a few integrated cloud-based solutions that simplify the accounting process and bring you up to speed on how to use them.
Virtual Advisory Services
We can put some meaning behind your numbers by preparing budgets and cash flow forecasts, to see what's really happening with your business.
Services
BOOKKEEPING AND TAX COMPLIANCE
This is usually the most time-consuming process for business owners. Bank and credit card transactions can cause headaches especially when dealing with endless paper receipts. Accounting systems that are up to date provide peace of mind and increase trust in the numbers. This opens the door for mindful decision-making utilizing your accounting data.
ACCOUNTING SOFTWARE SUPPORT
We'll get you set up with an accounting tech stack that is lean, mean and efficient. You'll get the tools and support to use the apps yourself. Painful and time-consuming accounting is a thing of the past.
VIRTUAL ADVISORY SERVICES
With all of your new trust in the process and data, we can help you dig deeper and analyze it by providing budgets and cash flow forecasts. We can help you see where you are now and provide a plan for where you want to go.
Onboarding Process
INITIAL CONVERSATION
We schedule a call to get to know each other. This will give us a better understanding of your business and determine if we can provide what you are looking for.
BUSINESS WALKTHROUGH
If there is a mutual fit, we'll scehdule another call to familiarize yourself with our process and provide a plan that fits your company's current and future needs.
ONBOARDING
This is a little refresher on our process and the different tools we utilize to bring you up to speed on them again and from here we start handling your accounting processes.
FEEDBACK
We'll check-in and follow-up at set times to make sure the new processes are working as they should be and allow for any necessary changes that need to be made.