Before we jump into offering services, we want to learn about you and your business. We want to learn the problems and challenges your business is currently facing. Therefore, we provide a FREE 30-minutes phone consultation where we will virtually meet with you to talk about your challenges and goals that you wish to accomplish.  During this meeting, we will find out also if your business and my business are a fit to work together.

If  we feel that we are a good fit to work together, the next step would be to actually evaluate your financial record and determine the solutions that would best solve your business challenges. From this evaluation, we will either a Historical Write Up Service for business that does not have an existing accounting record or a Clean Up for businesses that are keeping their book but are messy for whatever reason. Or we may offer a combination of the two. 

Should you feel that this is the route for you to take, the next step is to actually solve your bookkeeping and accounting problems. This phase may take anywhere from 2 weeks to 12 weeks or more depending on the complexity and severity of the problems. Currently, we support the QuickBooks Desktop and QuickBooks Online (QBO).  Finally, when your bookkeeping challenges have been solved and up to date we will offer our monthly bookkeeping services to prevent the problems from happening again.  

To take one step ahead, we will also offer the option of our Profit First Coaching. This service, along with our monthly bookkeeping service will help you grow your profit, payoff your debt, pay your taxes on time and most importantly your ability to pay yourself. That’s how your grow a healthy business.