Full-service accounting. Dedicated accountants.
With your own point person dedicated to reconciling your bank and credit statements every month, your bookkeeping worries are a thing of the past. Want to check in on things? All of your documents are available in a secured portal. Secure, simple bookkeeping. What a notion.
Get matched with an individual who knows your bookkeeping and is available
Your bookkeeping moves with you. Access it from anywhere anytime, on any device.
DOCUMENT CHAOS ELIMINATED
Upload documents like receipts and invoices with ease.
Categorize transactions easily, the moment they hit your account.
GET PAID FAST
It’s always a good time to send an invoice. We’ll speed up the process.
SPOTTED & REPORTED
Need a report? Just like your bookkeeping information, it’s at your fingertips.
HOW IT WORKS
In a quick strategy call, we’ll evaluate your specific needs, and then you’ll receive a written proposal for approval. That’s when we get to work. With the cleaning of the books and reconciling of bank statements, we’re done and ready for questions. You’ll always have a dedicated point of contact – no jumping from person to person.
- We schedule a strategy call with you and evaluate your specific situation. (We ask specific questions to see what they need help with) The call can be between 15 to 45 minutes.
- We email the client a written proposal
- Client accepts, and makes the payment
- We start working on cleaning the books or reconciling the bank statements.
- We email the clients the financials for them to review and adjust what is needed.
- We answer any questions that you have and provide phone and email support at all times.
- Each client is assigned a Point of contact at all times so they deal with one person.