Complete Business Filing Packet
2-Week
Turnaround
Accurate Business Reporting
Cash-based Bookkeeping Service
Express Bookkeeping Services
Straight-forward, Simple, Time Saving
01
Get Organized
Day 1: We organize your paper mess for you.
02
Customize Books
Day 2-7: We create a set of customized books for your business and identify all missing information.
03
Consultation
Day 8: We have a 1-hour consultation to review your entire year together.
04
Update Books
Day 9-13: We update your books based on our discussion and any missing documents.
05
Tax-Filing Ready Books
Day 14: Congratulations! You have a complete, tax-filing ready set of books for you and your tax professional.
06
On-going Support
Day 15: We can help keep you track to be prepared for future tax filings.
Monthly Services
Our monthly services keep you in control of your books so you can keep growing!
- Custom books to fit your company and your reporting needs
- Mid-month special case reviews (Petty cash receipts, IRS or government notices, Worker’s Comp Audits, Loan Doc requests)
- Additional documentation, information or resources to help solve your problem
- Added support at the close of every month for accurate reporting and finance classifications
- Ask us anything. We’re here for you!
FAQ
Yes. This works in several ways and we can frequently update your invoices on a schedule that's most convenient for you. We'll give you reports based on payments received, invoices open and aging receivables.
Yes. We work hand-in-hand with you to make sure your vendors are paid on time and will setup the process with you to keep you on track.
Our full support. We'll work with you whenever you have a question. Provide reports and documentation as scheduled or needed. And, we'll make tax time easier so you don't need to scramble to organize a year's worth of work.
We provide statements based on what you want to measure and as frequently as you need to measure it.
We provide financial and tailored reporting based on what you'd like to track.
We reconcile monthly based on when we receive your bank statements. For more frequent reporting needs, we provide you with an interim reconciliation to ensure that your reporting remains accurate.
Of course! We encourage our clients to pull additional reports as needed and to understand how their numbers are flowing.
Unforunately, we do not offer in-house bookkeeping services.
It's very easy. You have 24/7 access to the system and you can see changes as soon as they are made.
We specialize in QuickBooks Desktop and QuickBooks Online.
Our 100% attention to start. Our goal is to ensure you have the information you need to manage your business.
We can definitely review the letter for you. We will advise you if a response is required and if an additional resources are needed to resolve the notice.
Please do! We are here to help. We work with experienced professionals that can resolve your problems.
Our payroll support is limited to verified time entry. If you need to tally time cards, answer employee questions and add/remove employees, we are happy to refer you to other resources.
Let us have them and we'll clean it all up for you! And don't worry about organizing it all. Just bring it to us and we'll sort the mess out for you.
Definitely! We can catch you up and make you current on your books within just a few weeks.