Bookkeeping Packages

Accounting is a skill that requires extensive training to master and years of experience. We are not simply posting transactions, but managing the entire accounting of your business and working to make sure your financial reports are accurate.

The accurate, reputable and honest CPA firms, like ours, are in high demand. While we love talking and getting to know each and every one of our clients, each member of our CPA firm is in high demand and incredibly busy, especially during tax season. We aim to provide consistent communication within 1-3 business days for our clients, which is far above the industry standard.

We are only a partner in your business and cannot do our job without involvement on your part. We will need some involvement from you or your staff in order for us to obtain the information and documentation we need to provide accurate financial reports and tax returns.

As our company name states, we use innovative solutions to your  bookkeeping, accounting and tax preparation needs.  Our mission to utilize technology provides our customers with cost-savings, time-savings and improved accuracy for all involved. With secure and compliant software, our clients have greater access to their reporting and financial data.

We do not have the resources, time, or staff to teach our clients all the ins and outs of accounting or train them on how to be accountants. For those that wish to learn accounting, there are college programs and other trainings available offered by many different resources. It requires years of education, in-depth experience, and advanced qualifications to be a bookkeeper, accountant, or CPA respectively.

We do help our clients by training them on specific bookkeeping tasks within QuickBooks as needed.

We are eager to provide the services you need for your company if they are within the scope of services we offer, however, additional services require additional work on our part and therefore will incur additional costs. If you determine you need additional services outside of the proposal and/or estimate and they are services that our company offers, than we can reconvene to discuss your needs and revise your proposal with the additional projects and services charged appropriately.

Once you sign your proposal, your prices are locked in for one year from the date of the contract.  As  you know, as labor costs and the cost of doing business increase, our pricing may need to increase accordingly to reflect these economic changes.

What is Accounting? Accounting is the process of recording financial transactions pertaining to a business. The accounting process includes summarizing, analyzing, and reporting these transactions to oversight agencies, regulators, and tax collection entities.

Accounting is essential to the health and success of a business, and is required to honestly and accurately report your income and profit to your county, state and federal government entities. Accounting also provides you with the information you need to run your business and make better financial decisions.

Bookkeepers can handle basic data entry and basic accounting tasks like paying bills or sending invoices. Accountants must have a Bachelor’s degree in Accounting, and be trained in more complex concepts such as depreciation, equity, and accrual accounting. CPAs (Certified Public Accountants) are required to have 150 hours of college education, including at least 30 hours in accounting and pass a 4-part state test with a less than 50% pass rate due to it’s level of difficulty, which generally takes between 6 months to 2 years to pass all 4 parts.

What we bring to the table includes a skilled team, an abundance of knowledge and expertise in the accounting and tax industries, innovative tools, and powerful software that provide benefits to our client. Our technology-based tools may automate some repetitive tasks, but they do not replace the expertise and decision-making that is customized to each client’s business (remove: growth, industry (remove: standards and financial goals. The same tools in novice hands can create a massive headache and financial mess that takes extensive time to clean up. We want to work with clients who value the services, knowledge, and expertise that we bring to the table and are excited to partner with us to take their business to the next level!