We recognize that every business is different, represents different industries, serves different clients, and is owned by different types of entrepreneurs. With that in mind, our niche is that we don't do "standard."
Instead, we meet with you to develop a customized set of services that work with your current needs. Services include, but are not limited to:
- Quickbooks configuration
- Chart of account cleanup
- Invoicing (accounts receivable)
- Accounts payable
- Bank and credit card reconciliations
- Budgeting
- Financial statement preparation
- End of year reporting
- 1099 preparation
We will go through an initial consultation where we ask detailed questions about your current needs and what you'd like to see moving forward. We'll also review a copy of your QuickBooks file. From there, we put together a first proposal for onboarding and file cleanup. During this time, services are billed at an hourly rate.
Once a client has been successfully onboarded, with systems defined and working with a clean file, we then put together a proposal for ongoing services. Services are billed a fixed rate depending on the scope of your needs at the beginning of each month.
Our clients become family, and it is our goal to serve you with excellence and integrity. We exist to help you do business. Better.