Because no two businesses have the same bookkeeping requirements, we take an individual approach to each of our clients. First, we will do a detailed interview to learn about your business and your bookkeeping and financial reporting needs. As part of that, we will find out any special requirements your accountant has, so that we can be sure they are accommodated. We will use this information to tailor a bookkeeping plan to your exact needs. When you sign off on the plan, we begin.

Your ongoing bookkeeping needs will be defined in our initial meeting. This meeting will define what reports your business requires and when. As we proceed, you send us your financial information on a regular schedule, and we handle the bookkeeping. We send you reports regularly, and of course, we are always available to answer questions.

We send reports to you on a regular basis. We contact you immediately if we have questions. If your requirements change, we set up an appointment time to address the new requirements. We have a way you can log into the system and look at reports from your cell phone. You can check on your books any time you like. We never lose sight of the fact that, although we are the caretakers, they are your books.

Business owners get stuck with all the tasks they have not yet found someone else to do. Let us take care of the books while you take care of business.

We are Certified QuickBooks Pro Advisors. We can help you setup QuickBooks. How QuickBooks is set up at the outset determines whether you can get reports that are useful for managing your specific business. We make sure your books are set up right.

Absolutely. Let us know your requirements and we can set up exactly what you need.

Absolutely. We are experts in getting financial data organized and caught-up after months or even years have gone by.

Yes. Of course, if you are close to the deadline, we may have to work overtime. Give us a call and we can talk it over.

Absolutely. That is one of our specialties. The first step is to get all the vital information pulled together and verified. Then we assemble the information and get it to your tax preparer. If you do not have a tax preparer or a CPA, we can recommend one.

We bill hourly and our rates are based on whether we provide services on at your site or remotely. Online billing hours are reduced $10 per hour. Catch up or Clean-up is billed in 5-hour increments. We also have a Monthly Flat Fee option which is determined after providing three months of service. We average the three months of actual hours to determine the Monthly Flat Fee. Check out our Reasonable Rates under Services.

Your company’s financials are a private matter and are treated with the utmost care. We insist on the highest standards of professionalism from our staff. Our existing clients appreciate that. As a result, a high degree of trust has developed in our relationships. We strive to develop a similar relationship with you.

We work with many different CPAs and tax preparers. Most accountants and tax preparers prefer to spend their time on strategic financial and tax issues. We make it easy for them by double-checking everything and by supplying supporting documents to back up our numbers. They know if we do the bookkeeping, they will not have to spend a lot of time fixing errors or making adjustments. That saves you money as well.

No problem. We can do some or all your bookkeeping. Or, we can help you with setup, training, and support. We are available to you and your staff to handle any QuickBooks issues that come up. If you like, we can provide an “extra set of eyes” by doing a quarterly or annual review to check for errors before you send your books off to your accountant.