Our services are super simple for you

• You send the information to us through a secure Google Drive - credit card statements, bank statements, invoices, etc.

• We will work on your books - we will enter the expense and income details based on the statements and documents you provide. We will categorize them. We reconcile them with your credit card statements and bank statements.

• You will also receive tax-ready reports periodically (monthly, quarterly, year-end), profit & loss statements, balance sheets and any other requested reporting.

• Yes! Our options are customized to the needs of your business. We are not cookie-cutter. We will customize options based on your specific business needs.

• Yes! We would tailor a program to fit the short term needs that you have.

• Absolutely! We will work with your CPA to provide any report necessary to complete your tax information.

• Plans are customized based on your needs. We are not cookie-cutter in that we allow flexibility to pick and choose which of our services best benefits your business.

• Yes, of course. Again we are not cookie-cutter. We can generate reports in real time for you as you need them. We can also set up custom reports if you would like outside of our most common reports that will automatically be sent every month.

• Our job is to lighten the workload of your core team so they are able to focus on what grows your business, your future business (sales) and current customers.

• Our services reduce the overhead of in-house operational costs and allocate resources into what drives growth.

• We help to remove inefficiencies and streamline processes so you are able to do more with less.