Our Process

Fully Remote set-up and up-keeping

Bookkeeping set-up

Have your books set-up on QuickBooks with the help of our QuickBooks certified pro-advisor who is a Senior Live Bookkeeper working for Intuit

On going Data entry

By connecting your bank to your QuickBooks, we will automate your data entry. Your books will always be relatively up to date

Bank Reconciliation

With on going reconciliation, you will insure your books are up to date. Catching unrecognized transactions as soon as possible keeps your books secure and on time

Tax Prep

When that time of the year comes, leave it to us to properly and timely prepare and file your taxes. With our neat bookkeeping throughout the year, time filing is simply filling forms correctly. How convenient is that?

Tax Planning

We believe in proactive tax strategies where we educate and guide you to plan your future in a tax friendly way. With proper planning, you could minimize one of your highest costs, taxes

Audit Defense

Your Enrolled Agent will handle your representation in the case you get audited. No need to worry about finding someone who will take your case in a short notice

Keeping you up-to-date

Our clients get added to our data base and as we read new tax laws and relatable articles, we send those articles to applicable parties. By being on our list, you will receive relatable data to you without having to go through mountains of unnecessary documents

Financial Analysis

Every quarter someone will go over your financials and create a report for your including important ratios and how your business has differed since the last report. This will allow you to understand your business better and make more calculated decisions.

Focus of the financial analysis

Break-Even Point 78%

Ratios 61%

Relationship to past 85%

Future plans 71%