Accounting Plans

It’s simple, convenient, and fun! With all the technology we have today, it will feel like we are right there with you, every step of the way. We regularly use video conferencing and Google Hangout, which allows us to establish a more personal relationship with each client.

Remote bookkeeping allows the business owner to obtain accurate financial statements through a non-intrusive process. This process will most likely involve providing access to bank, credit card, and other revenue and expense records necessary to classify transactions in the most beneficial manner for your business. Other financial records can be easily scanned and emailed to your personal Box.com account for easy access for your assigned bookkeeping specialist and for your future reference. During each period we will provide some analysis of your financial detail to help you plan for the future and provide you with recommendations that you can use to help your business become more profitable.

Technology is an amazing thing! We can manage your books with cloud-based software and communication with you and your staff.

Our team will use a variety of methods to ensure that we maintain a clear and transparent communication channel.  These would include:  Email, Phone Calls, Virtual Meetings, and Text Messaging.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Nope! Our team will work with you to understand your ledgers. Leave the clean up to us!