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Consulting

Bookkeeping Services

Our Bookkeeping Services are 100% remote and seamless. Using QuickBooks Online, your books will be updated monthly, transactions entered, and accounts reconciled.

Some of our clients include nonprofits, tech startups, law firms, professional practices and others. What our clients have in common is the need for accurate and timely financial reporting to monitor the financial health of their business.

Improving Your Bookkeeping Process

2 Plan

Let's create a plan to define a better, more efficient bookkeeping process. What reports do you need to better manage your business or organization? Do you need to upgrade your current bookkeeping software? Is the bookkeeping system you have capable of meeting your needs or is an integration with another system or app needed? Does your bookkeeper have the knowledge and training to adapt to upgrades? We will make a plan that addresses all of your concerns.

1 Discover

Whether your books are in great shape or need attention, understanding where you are now is the first step. What is your current bookkeeping process? What is working well and what needs improvement? Are there errors being made in your bookkeeping? Why are these occurring? What is your biggest frustration with your bookkeeping? We are passionate about discovering the root causes of your bookkeeping challenges to help you solve your problems.

3 Implement

We will help you implement the improvements detailed in your plan. There is always a learning curve with changes, and we will support your business or organization adapt to the changes. We'll get you up and running quickly. If changes need to be made to your setup, we can implement these for you. We can meet at scheduled intervals or as needed to tackle your bookkeeping challenges.

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