09:00am – 6:00pm EST

Monday to Friday

09:00am – 6:00pm EST

Monday to Friday

Our Process

Initial set up process:

  1. Submit contact form through the website or contact us via email or phone.
  2. Receive our engagement letter and proposal via email.
  3. Sign our engagement letter electronically.
  4. Receive a list of item that we need from you in order to complete our initial set-up process.
  5. Provide us the requested information.
  6. Provide us access to your current bookkeeping.
If you use Quickbooks desktop, we need to receive a backup or portable copy of the bookkeeping file.  If you currently use Quickbooks online, you can invite us as an accountant user. If you are using any other software, we will need to receive the PDF file of Trial Balance, Balance sheet, and Income Statement.
  1. We will clean up your books: We will make sure that your bookkeeping records are up-to-date and accurate.
  2. We will begin providing our monthly bookkeeping services.
  3. At tax season we will work with your CPA and provide them with tax-ready financial reports.

Monthly bookkeeping service:

We will gather the information we need to provide our monthly services through the following channels:
  1. Online, view-only access to bank statements and payroll reports. Once we have this special user access, we will sync your bank feed into Quickbooks Online so all your transactions will automatically be pulled into the accounting software.
  2. Hubdoc – You can send us the paper trail of your business transactions using Hubdoc. There are 3 ways to send information to us through Hubdoc:
– Snap a picture using Hubdoc mobile app.
– Manually upload receipts from your computer (Drag and drop or browse).
– Automatically forward emails from vendors by setting up email forwarding rules.
  1. Every month we will upload your transparent financial statements into your secure Dropbox folder which you will have 24/7 unlimited access to. Through these statements you will be able to get a clear picture of your business’ financial situation. All the data will be presented in clear and understandable way.

Get started today

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