• We’ll have a free consultation to discuss your pain points and current systems.
• We’ll do an initial 17-point review of the current state of your accounting records.
• We’ll create a proposal of suggested clean-up actions, ongoing services and a monthly price quote. This monthly rate will include all services – no additional bills throughout the year for phone calls, emails, payroll reports, duplicate requests, social outings…
• We’ll meet again to put the necessary applications into place and get them connected. We’ll set goals and chat exit strategies, too!
• Depending on your package, we’ll process expense receipts, pay bills, update bank and credit card accounts on a daily, weekly or monthly basis. You’ll hear from us a lot as we learn your business and improve processes, because we are a part of your team!
• We’ll reconcile all accounts monthly and develop relevant reports for your use. We’ll help you use those reports, too!
• We can adjust your services as your needs change and you can cancel at any time, but you won’t…
Call or drop us an email today and we’ll start making your numbers work for you!