How Can I Help You

Recording, Organizing and Managing Financial Transactions, Setting up Chart of Accounts, Bank Reconciliation

Review and Rectify Errors and Inconsistencies in Financial Records.

Organize, Record and Store Receipts

Create and Send Invoices, Track Payments, and Follow Up on Overdue Accounts

Track Bills and Expenses, Maintain Accurate Records of Outstanding Liabilities

Setup QuickBooks and Perform Initial Training

How Does It Work

1. Setup a meeting

2. Consultation Call

We will discuss your business, your goals and objectives and any pain points

3. Diagnostic Review

We wil review your current bookkeeping records, bank transactions, and account information to get a better sense of your needs

4. Proposal & Engagement Letter

We will layout a comprehensive plan that gets you from your current state to your desired one, along with pricing

5. Onboarding

We will provide a plan and guide you every step of the way so we can get started