Each one of our clients is unique; they all have different needs, ambitions and different communication styles. Above is a template of what we offer and by no means is this a one size fits all scenario. What we present to you may differ because we are taking into account what your needs are. We want this to be the starting point for a discussion of what we have to offer and how we will work together. If you have any questions about the offerings or would like to add a service not on the list just ask!
Review: — One of the first things we'll do is a in-depth review of your data and back office flow. This is where we will analyze the current year data thru analysis and reports, and present to you our findings in a hands on meeting. We want to start off our relationship with the goal in mind of providing accurate financials and a stream-lined back office process. This service is invaluable because I am confident we will be presenting you recommendations that will add value to your business that you can implement right away.
Cashflow Tool: Built-in cash flow calendar, activity feed and anomaly detector, you instantly know all aspects of your cash flow with no surprises.
Receipt Bank: Take a picture of your receipts, upload your invoices and bills all to a secure portal that integrates with your QuickBooks.
Fathom: Comprehensive financial intelligence, performance reporting, dashboards and consolidations.
Online and Recorded —We offer webinar training on QuickBooks Online tailored to your monthly process from beginning to end to provide a complete process of how to close out your books on a monthly basis.
Although we don't do taxes, we work with your CPA on all supporting documentation. If you need a trusted CPA we can refer you to one of our partners.