including Financial KPIs & Executive Summary. Each Financial Packet includes an Executive Summary by your CPA with their opinions on your financial performance as well as KPIs (Key Performance Indicators) that are important to your business.
Every month a CPA reviews all transactions in your account for accuracy, and a CPA is available to schedule unlimited meetings, provide advisory services, and develop custom reporting, analysis, scenario planning, etc.
Onboarding is included at no additional cost, and we are available to help your staff master basic QuickBooks tasks with customized training, instructions, and tutorials provided when needed
Processes to keep up to date W9s and records for 1099 contractors, monitor compliance, and issue 1099s annually.
New companies get all QuickBooks initial setup included, not including historical transactions.
We work with all cloud based systems and automate as much of the process as possible so that you can spend your time on what matters – your business.
All bookkeepers have went through extensive training and are Certified Advanced QBO ProAdvisors..
We reconcile your bank, credit card, and loan accounts in QuickBooks to all statements provided to us monthly.
We post your transactions weekly and follow up with you on anything we need your input while it is still fresh in your mind.
