our PROCESS

Our bookkeeping packages involve a close working relationship which begins by meeting with you to learn about your business.  This allows us to learn of any unique needs you may have so that we can customize a package with you and designed entirely for you.

      LISTEN → INFORMATION GATHERING → CLEANUP → CUSTOMIZATION → IMPLEMENTATION → REVIEW

We want to understand you, your business, and all your pain points.  This helps us to develop a customized bookkeeping package that addresses where you need the most help and how we can develop a solution that works for us all.

You will supply us with any relevant information needed to get your books cleaned up and current.  This may include receipts, bank statements, etc – anything that will help us create the “big picture” for you.

We will get busy cleaning up and organizing your books so that you are armed with accurate information to make business decisions based on real time data. 

Together, we will review your books and customize so that you understand them and your business’ financial position.

Now that we are on the same page, it’s time to work together to track expenses, pay bills, and execute a plan for your business financial health.  We focus on relentless growth, but you are never alone. 

We will provide you a comprehensive month end package for your review along with proactive guidance to help you to stay on track with your business goals.