The Process Steps
You send us your documentation.
We analyze, categorize and process information into your QuickBooks.
Throughout the year we review everything and query transactions as needed to ensure all items are categorized and logged properly.
We provide financial statement summaries and detailed reports as per our agreed to terms. These form the foundation from which we strategize and plan.
Reconciled account statements are scanned and stored on our servers. We send copies of all reports and ledgers to your CPA for tax filing. Upon tax completion and sign-off by your CPA, all documentation is returned to you in storage boxes.