How Our Bookkeeping System Works 

Our bookkeeping system was developed by accountants, bookkeepers, and entrepreneurs. We felt that most bookkeeping services lacked a very important ingredient: simplifying the understanding of the company's financial health for business owners. Our approach incorporates bookkeeping and accounting requirements while providing entrepreneurs with the financial tools and insight necessary to grow their business, stay organized and reduce clatter.

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With steps described below, bookkeeping stops being a burden and gives small business owners daily access to all of their company's financials, which are easily read and understood.    

PLACEMENT

During the placement process, your business will be matched with one of our dedicated Account Managers (AM's) experienced with the industry and  business model. Your AM will be in charge of your company's bookkeeping, financial reporting and all communications.

Your AM will compile a list of required information (Invoices, Bills, Payments, Receipts, etc.) to set-up & transfer your QuickBooks file and connect your accounts to our system. 

DATA COLLECTION

WRAP UP

This is where things get really simplified. Hereinafter, your AM is in charge of daily transaction entries, monitoring your financials and fully coordinating all of the bookkeeping activities. While you can contact your AM anytime, with any questions, the need for your input becomes minimal and your company financials stay up to date.

Your AM performs daily transaction entries, monitoring your financials, and fully coordinating all of the bookkeeping activities.

Your AM maintains open lines of communication keeping you updated on company's financial progress and sometimes contacting you with questions.

We deliver financial reports. Real-time and monthly financial reporting tracks business health and performance. At year end, we send a tidy financial package for tax time.