When you work with us, you can expect to get and keep your books in order; it is that simple.  

 

We give our clients the QuickBooks knowledge and skills they most need to use QuickBooks software on their own with confidence or if they prefer, to outsource their bookkeeping to us. Either way, we help them find the best solution that will help them operate efficiently and effectively, given where they are in their growth cycle.

 

As a result of working with us, our clients understand their business better because they understand their finances better.

 

 

Our Approach

Typically, when we get started, we’ll need to understand some basics about your business, such as what services and products you offer and how you are structured, learning about how your suppliers support you, how you bill your clients, and other standard operational information.

 

Then, we usually address things like where you are with billing your clients, the status of your accounts payable, a review of account reconciliations and what kind of financial reports you generate. The more clearly you communicate with us, the faster we can carry out our bookkeeping tasks and get you the visibility on your company’s financial health. Our goal is to make this as painless for you as possible to get your company into stellar shape from a QuickBooks perspective.

 

We value professionalism, integrity, and your time!  We give you highly personalized, dedicated service.

 

What you can expect in the Start-Up™ phase:

When you work with us, you can expect to have the right version of QuickBooks for your company, with a Chart of Account and Lists that meet your operational needs, with the right level of setup for your customer and vendor bases, and know how to generate the kind of reports that will be meaningful to you. Most importantly, you will be able to use QuickBooks with confidence. If you follow our instructions on how to keep your records up-to-date, you will also minimize your accounting costs and maximize your accountant’s services.

 

What you can expect in the Clean-Up™ phase:

Working with us in this phase, you can expect a thorough review of your current financial processes and your QuickBooks file. Our objective will be gaining transparency. We will look for irregularities, discrepancies, missing pieces of information and assembling the documentation wherever possible to support QuickBooks entries. We will also help you better understand how to maximize your use of QuickBooks for your business. A successful outcome for stage will mean designing a mutually sustainable working relationship with open lines of communication to get you the results you need to move forward and the information we need to carry out our objective, all in a timely manner.

 

What you can expect in the Keep-Up™ phase:

Keeping up assumes you already have a sound, sustainable process in place and your company has the necessary resources to manage operations. Of course, if you want to grow your business, you want to be moving beyond the status quo. Seasoned in QuickBooks and bookkeeping, we can supplement your staff in Accounts Payable, Accounts Receivable or month-end reconciliations and reporting, or any combination of these, to free up your key staff to address valuable, strategic work that will help your company move to the next level of growth.

 

What you can expect in the Grow-Up™ phase:

This is a complex phase for your company, when you need to migrate to a financial software platform that better suits your operational needs. What we help you accomplish at this stage is analyze your current process, plan what to migrate where, and manage the transition intelligently and efficiently.

 

The key value we bring to any stage of the process is responsiveness!

We believe running a business of any size should work as smoothly as possible. If something is too difficult, it won’t be sustainable or efficient. So if you have a question, you can e-mail or call us and you can expect a response within 4 hours or less on any business day.