Setting up for the services

When you check-in for our services, our onboarding team conducts a radical assessment of your accounting needs and develops a written decision to improve efficiencies and ensure all parties are on an equivalent page and every one wheel is equally greased. Your team of accounting experts and authorized intuit advisors will begin optimizing your accounting and QuickBooks version, which incorporates the steps of automating and integrating with other financial systems (banks, credit cards) and developing a procedure manual defining each task to be performed.


We then assign you a passionate team of bookkeepers, staff accountants, and accounting managers working together as a team from our service center. Our u.s.-based team is going to be dedicated to your business — you’ll work with an equivalent team weekly. Our interactions together with your team are going to be supported the services you decide on. Still, there may be a brief explanation of how your team handles the bookkeeping and accounting needs directly from our service center.


  1. Sending us your documents and data

You can scan and upload/fax/mail or provide data access privileges to us for your:


  • Vendor bills
  • Payments
  • Bank statements
  • Credit card statements
  • Receipts
  • Timesheets
  • Expense reports
  • Additional documents
  1. Doing the work –

We process assets, accounts payable, bank reconciliations, payroll, nuisance tax, and all your bookkeeping needs on a daily/weekly/monthly basis, and that we automate bank and Mastercard downloads.


  1. Getting financial information that helps to grow your business

We’ll create specialized reports supported your industry and business needs, and we’ll schedule a monthly comprehensive telephone review to travel over your month-end financials.


  • Weekly reports
  • Accounts receivable aging
  • Accounts payable aging
  • Credit card transactions
  • Open item list
  • Monthly reports
  • Financial reports
  • Profit & loss
  • Balance sheet
  • Accounts payable aging
  • Cash flow
  • KPIs