SERVICES

Stage 1 - The Discussion

"Let's discuss your business needs and current accounting software to tailor a customizable package. Select your QuickBooks Online subscription level and determine your start date or cleanup period."

Stage 2 - Services Selection & Contract

"Review proposed package and fees, sign contract, gather documentation to start QuickBooks Online, and liaise with your accountant."

Basic Support Package

Consistent monthly Bank feed downloads categorizations into QuickBooks Online.
Monthly Bank, Credit Card and Loan Account reconciliations.
Monthly emailed Statements of Financial Position: Profit & Loss, Balance Sheet and Cash Flow

Additional Services

Accounts Receivable & Payable Assistance.
Accounts Receivable & Payable Management.
Accounts Receivable & Payable Aging Reports.
Comparison Reports.
Payroll Manual Entries or Data Feed.
Accounts Clean Up.
Accounts Catch Up.
Tax Preparation.
Job Costing & Estimates

Accounts Receivable

Seize Control of Your Cash Flow.

Tax Preparation

Consistent Categorization Simplifies Tax Preparation.

Accounts Payable

Timely Payment Awareness Boosts Cash Flow.

Real-Time Information

Access Your Business Information Anytime, Anywhere, in Real Time.

Project Management

Track and Monitor Projects Profitability.

Financial Reports

Stay Informed with Consistent Financial Reporting - Understand Your Business Health.

Smart Business Access

Smart Business Access at Your Fingertips.

Contractor Management

Easily manage all your construction accounting needs. Track expenses and access income data tailored for general contractors.

Reclaim Family Time

Managing your finances not only aids in cash flow and tax preparation, offering peace of mind, but also allows you to reclaim precious family time and life balance.