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Schedule Your Free Consultation.
During your initial consultation with us we will be able to asses your business needs and discuss how we can help you achieve your financial goals and begin the trail to saving you money year after year! We accept consultations over the phone on Zoom or in person.
Gather Financial Documents.
Moving forward, we will gather all of your financial documents and begin the set-up process in QuickBooks Online and then the savings will begin rolling in, catching “The Money Saving Wheel”! This includes bank records, credit card statements, loan documents, etc., so we can help bring your accounts current.
Set-Up Account.
During this phase, we will get your accounts current, set-up in QuickBooks Online for a one-time set-up fee. This set-up fee is determined by the complexity of your business and how far behind your accounts are, the amount of time required to bring your accounts current and allows us to determine just how much money we can save you year after year.
Stay In Control and Stay Calm, We’re Here!
Once your account is current, we’ll help you save money by assisting you to stay in control of your finances and the “accounting wheel” with such things as monthly account reconciliation, internal reporting even down to the Project and/or Customer level as well any external reporting your business may require.
