OUR SERVICES
BEST IN CLASS BOOKKEEPING SERVICES
We give you the freedom to focus on your business, knowing you'll receive accurate, detailed books every month
WHAT WE OFFER
You didn't start a business to track your cash flow or reconcile accounts.
But we did.
Bookkeeping Service
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Accounts setup
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Weekly books maintenance
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Accrual based financial reports - P&L, Balance Sheet, Cash Flow
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Accounts receivables and payables management
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Payroll processing (up to 10 employees)
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Work collaboratively with CPA for seamless tax filing
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Monthly financial review meeting
HOW IT WORKS
01
Personalized Onboarding
We assign you a dedicated bookkeeper who learns your business and connects to your financial data sources, ensuring a tailored approach to your bookkeeping needs and setting the stage for accurate books.
02
Continued Communication
Communicate directly with your team through our communication platform, where you can ask questions and provide feedback on any outstanding items needed to finalize your books every month
03
Accurate books
We deliver tax ready monthly P&L, Balance Sheet, and Cash Flow Statement reports that offer insight into your company’s financial health and enable you to make informed decisions. We make sure that all your clients and vendor accounts are in order so you can maintain a strong relationship with them.
04
Add additional services
Need financial assistance beyond your bookkeeping? You can add additional CFO services to get the support you need. From building budgets to filing taxes, we’re here to support your growing business.