We begin with a consultation to get to know you and your business needs. If we’re a good fit, we’ll provide you with a quote for the requested services.

We'll send you a list of the documents we need to get started, like bank statements, credit card statements, loan papers, and other documents.

Based on your needs, we'll set up your QuickBooks file, organize your Chart of Accounts, and/or start bookkeeping by reconciling your bank statements with QuickBooks.

Once we’ve balanced all the books and made the necessary adjustments, we can create financial statements. These statements will help you analyze your company’s profitability and prepare for tax filing.