How We Do It

Here’s what to expect from the start (unlike your granddaddy’s accounting firm):

• 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…