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Process

Consultation

Contact us to discuss your current needs, future goals & business requirements.

Assessment

Based on the info you provide & the scope of your needs, we will determine the best monthly plan for you.

Set-Up

We use QuickBooks Online, the latest cloud-based accounting software. It organizes and securely stores your financial information so you can access it anytime & anywhere.

Launch

Throughout the month,  you will e-mail or upload  your statements & other documents. I will record & reconcile transactions into the accounting software. If needed, I will prepare your requested deliverables or financial statements that we can analyze & discuss together.

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