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Getting Started

Our Process​

1. Get Acquainted

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We take the time to get to know you AND your business. 

 

Once we have an understanding of your business and your goals,  we will prepare a customized proposal for our services, tailored to your company’s needs. 

2. Get to Work

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Let’s get you set up!

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Our preferred partner status allows us to leverage technology and industry leading tools, saving you time and money. 

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Our trusted network of experts offer a variety of support services to grow your business.

3. Get your Results

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We offer flexible reporting options so that you can make informed decisions about your business.

 

Real time reporting ensures you have the necessary information before year end so that you can hire, scale, expand or invest.  

Do you already have your own QuickBooks Online account, but are not confident in the quality of your accounting and data integrity? We’ve got you covered.

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For a fee, we can provide a Diagnostic Review of your existing accounting software. This examination includes a review of the software settings & configuration, chart of accounts, and your financial information to date. This process provides tremendous insight into your company and how we can better serve your needs.  Here are just a few things we will be investigating.

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  • Hidden errors and discrepancies  

  • Costly Tax leakages 

  • Improper configuration of your data file

  • Rectification requirements

  • Opportunities for workflow efficiencies and cost savings 

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Upon completion of our review, we will discuss the results of our findings and what adaptations are necessary to bring your books back into top shape. If rectification services are necessary, a separate proposal will be prepared.

Accuracy

Bookkeeping has come a long way from manual ledgers and shoe boxes full of receipts. Technology has allowed us to be more efficient with the menial tasks associated with bookkeeping, but one thing that has not changed about our profession is that attention to detail is still the key to accurate and reliable financial data. The best way to ensure you’re getting a true picture of your company’s financial health, is to keep your personal expenses separate. If you do incur an expense personally that is related to your business, make sure we are made aware of it. Business write-offs that are paid for with personal funds are easily missed, which can lead to higher taxes and cost you money. 

Communication

Don’t be shy! We love hearing from our clients. A brief chat to check in on how your business is progressing, is always a good idea. Keep the communication with your bookkeeper open and clear. We want to be an extension of your business, not an afterthought.  If you have plans to make major business changes or are incurring large expenses, it’s always best to give us a heads up so we can anticipate the entry to your books and may even offer helpful advice.  Working with a variety of businesses has allowed us to create trusted relationships with vendors and support partners in the industry. We are happy to connect our clients when they need help or are looking for an expert. 

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