Get Connected

Select a service plan that meets your needs. Upgrade or downgrade at any time. 

 

We set up QuickBooks (or other leading software).

 

Your CPA gets access (if you want).

 

You choose QBO level and remain primary admin at all times. 

What to Expect

Introduction to your bookkeeper via phone call, video chat or email

 

Rest assured that your bookkeeper knows best practices for your industry

 

Bookkeeping services start as soon as invoice is paid

 

A team effort: Your bookkeeper handles the day to day while your CPA or Admin helps with complex problems and closely oversees the bookkeepers work. 

Streamline Processes

We get to know your operations, help with streamlining processes and inegrating needed services. 

 

You get access to customizable templates and tools. 

 

You can work in your books alongside us if you like. 

 

We can assistance with any special requests, meetings, and customizations. 

Accurate and Secure Financials

We deliver a complete financial report package to you up close to each period.

 

Reports include adjusting entries, accruals, and any custom reports. 

 

Every quarter, we peer review your books and records to make sure they meet our standards of accuracy. 

 

You can relax knowing all your information is securely stored.