Numbers are our thing, but you’re more than a number to us. Here’s how our process proves it:
1
Consultation Call
As your go-to money partner, we want to get to know you and your business inside out! During this call, we dive deeper into your current situation to help us determine your business accounting and bookkeeping needs and create a solid game plan.2
Proposal
You’ll receive a customized proposal that outlines the solutions we recommend based on our consultation call. Once you have signed the proposal and paid the invoice, we can get to work!3
Onboarding
During the onboarding process, we will request specific information that will provide a clear picture of your business financials. Don’t worry – we will advise exactly what we need so there’s no confusion!Once we have all the information, we will:
- set up your documents and checklists
- organize your project
- set up your new client software
- prep for and complete clean up (if applicable)
- review with you and train you on accounting software and support systems
4
End of Month
We take strategic steps to close your accounting file accurately and efficiently. Here’s what we do to provide you with detailed money results that you can bank on:- categorize all expenses
- reconcile all financial accounts
- reconcile all vendor and accounts receivable statements
- create financial statements and send them for review
5
Client Advisory Meeting
This is where we help you capitalize on your coins! We meet with you one-on-one monthly to delve into your current and future business goals and assign action items. If applicable, we create a budget and forecast to see how all the numbers measure up. Ultimately, we take a holistic approach because we want to provide the most value to partners like you.6
End-of-Year Prep
Here, we will initiate the process of closing out your year-end books and handling any outstanding obligations. The process may include:- Preparing Form 1099-NEC
- Reviewing your financials for end-of-year close
- Sending financial records to your Tax Accountant or CPA
Virtual Accounting & Bookkeeping Services