We use a flat rate fee per month. We can talk about your specific business needs and figure out how we can best serve you.

We work remotely, or we can set up in person meetings to help you better understand your bookkeeping and finances. We utilize cloud based software for easy and secure document uploads and transfers.

We will need your bank statements every month. We can setup your bank statements to automatically synch with QuickBooks so that you can focus on your business while we handle your bookkeeping. You can also send us your documents if you prefer. We use secure cloud based software and email for document delivery.

We are here to serve you. We can absolutely meet more often to meet your specific business needs. We can even provide weekly cash meetings to help you optimize your cash flow.

We will have your financial reports delivered by the 10th of every month so that you can better plan for your business.

Don’t worry about that. We can help clean-up any messy transactions or inaccurate records from your past. We will discuss the details as necessary for your specific situation.

Let’s talk about it! We love building from scratch and trying new concepts. Or we can build upon what you have used in the past. 

We can refer you to a recommended preparer or help with due diligence while looking for a new one.