Frequently Asked Questions

Frequently Asked Questions



We utilize Quickbooks to analyze and record all of your transactions and create monthly financial statements such as P&L and Balance Sheet.

Quickbooks is out speciality and we are certified ad QuickBooks Online ProAdvisors. We can meet remotely, or in-person to help you improve your understanding of your bookkeeping. For secure document uploads, we use cloud based software and transfers.

We have a monthly flat rate. We can discuss your specific needs and figure out how to best serve you.

Quality customer service is our speciality and customer needs are our priority. We can easily increase the frequency of our meetings based on your specific business needs. Weekly cash meetings are also an option to help you enhance your cash flow.

We can help you with that! We can aid you with clean-up of unorganized or inaccurate records. Depending on your situation, we'll further discuss what your specific needs may be.

Monthly bank statements are required. We make the process easy by setting up your bank statements to automatically sync with QuickBooks so that you can focus on your business. And if you'd rather send us your documents, you won't have to worry because We use a secure cloud based software and email for document delivery.

We know how crucial these reports are when optimizing your business planner so ee'll have your financial reports delivered to you by the 10th of every month.

We love new ideas and are constantly experimenting with new approaches. Let's talk about your needs so we can work together to enhance your special projects.

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