How we work
We are a customer focused team that aims to help business owners through expert advice and solutions.
Personalized Service.
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We understand every business is different and has its own set of unique challenges which is why we like to start by getting to know you and your company first. We strive to add value by working in partnership with you, helping to identify ways in which you can create growth and improve your profitability.
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Clear Communication.
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We go beyond traditional bookkeeping by ensuring our clients have the right information at the right time on a continuous basis to make informed business decisions.
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Expert Advice.
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We have your best interest at heart which is why all of our expert team have years of experience in order to minimize the risk of costly errors.
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Fixed Fee Pricing.
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Any work we carry out for you is agreed for in advance, at a fixed price, so you will always know exactly what fees you will be paying before you commit.
Here is how we can help.
Reports & Balance Sheets
Client Billing
Process Timely Bill Payments
Process Payroll
Expert Bookkeeping
Credit Card Reconciling
It's as easy as...
Welcome call
We'll schedule a consultation with your team to determine your exact needs and where we can help.
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Create a work plan
We will audit your existing books and set goals, along with a weekly workflow including a communication plan that ensures your success.
Start bookkeeping
Our team will take a deep dive into your financial needs, whether it's building a new account or reconstructing existing books.
We'll take care of it for you...
Accounts Receivable & Accounts Payable
Data entry to track & enter sales, track expenses, create customer invoices and budget tracing.
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Reconciling​
Reconcile monthly bank and credit card statements
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Payroll ​
Process payroll schedules biweekly or semi monthly and processing of time sheets including management of employee benefits
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Year End Reporting​
Process payroll taxes for quarterly and annual reporting including 941, FICA, Employee W2 and Contractor 1099
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Business Insurance​
Stay compliant with your company's insurance policies inclusive of Workers Comp, General Liability, Umbrella and more...​
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Employee 401K ​
Set up employees with benefit packages offered by your company
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Training ​
We will train you or your employee on QuickBooks, introducing accounting processes to ensure your books are always in order.
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Financial Reports ​
Provide monthly financial reports, Customer Sales Summaries, and Profit & Loss/Balance Sheets