How it Works

We keep you informed and your books up to date, so when its time to apply for a loan, file your taxes or make financial decisions, you can rest easy knowing your data is available and accurate. 

Step 1: 

Intro & Consultation

 As QuickBooks Online Pro Advisors, we specialize in handling all of your bookkeeping needs, allowing you to focus on growing your business.

-Free Consultation: Schedule a complimentary consultation to discuss your specific bookkeeping needs and business goals.

-Diagnostic Review: We will conduct a thorough assessment of your current financial situation to identify opportunities for improvement.

-Tailored Strategies: We will develop a personalized bookkeeping strategy using QuickBooks Online to get your books up to date and accurate. 

Step 2: 

Onboard & Implement

We will help you get your bookkeeping on track! Whether you just need to get caught back up, or your books are a mess, we're here to help! We will also help establish systems for future success so you're always ready for your next steps.

-Quickbooks Online Set-Up: We will get your QBO account set up for success and customize your chart of accounts to fit your unique business needs.

-Regular Updates: We utilize a secure, client portal for seamless communication. This allows us to collaborate on transaction categorization, file management, and address any of your questions. 

-Training and Support: We will provide hands on training and ongoing support to empower your to manage your finances effectively. 

Step 3: 

Ongoing Support

Once your books are up to date, enjoy peace of mind as we manage them throughout the year allowing you to focus on your business. 

-Management Reports: With your monthly management report package, you will see where you stand financially, how your income and expenses are comparing to prior periods, and make a plan for coming months. 

-Account Reviews: In addition to monthly bookkeeping services, we perform quarterly and bi-annual audits to ensure consistent categorization, proper 1099 tracking, and more!

-Dedicated Support: We offer continuous support and guidance to address any questions or concerns. Our team is here to serve you!