We can replace your back office with accounting and bookkeeping support. When it comes to complex issues, rely on us.
Taxes could be scary and overwhelming. There are lots of deadlines, and the tax code is constantly updated. You overpay thousands in taxes, and miss important tax deadlines. Don't worry! We are here to make the tax process easy and understandable for you.
Your books are messy. You spend hours each week trying to figure out how QuickBooks work. Some of you do not even want to look at the numbers. That's why we're here to make your financial life easier!
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Step 1: Consultation. During our complimentary strategy session, we will assess your needs, review your practices and systems, and then identify challenges and opportunities.
Step 2: Kick-off Meeting. We will establish a clear timeline and milestones for getting your accounting and taxes up to date if needed. We will also give you a date as of when your accounting roadmap and/or tax plan will be delivered to you.
Step 3: Presentation Day. On this date, we will present the accounting roadmap and/or tax plan to you. We will review the maintenance process to make sure everyone is on the same page.
Step 4: Maintenance. Now that you have a clear vision of your future, we will work with you on a bi-weekly, monthly or quarterly basis to answer your questions and support your business!