If you are looking for a blend of personal service and expertise, you have come to the right place!
We offer a broad range of services for individuals, business owners, and independent professionals.
As our client’s history grows with us, we are able to better cater strategy as well a financial task proccess to fit their needs as they expand their business.
We understand that most business owners would prefer to spend their time with friends and family, that's why we work hard to find ways to make them happy with their financials.
We go deeper into the needs of your business to find the key points that will benefit your business for a more profitable cost.
For new and current clients, our team will get together to explain the process for your bookkeeping and financials needs.
We would create a file on QuickBooks and will personalize chart accounts according to the client’s needs.
Our team will do all the work for you. All we need from you is to provide to us with your Bank and Credit Cards Statements with cancelled checks (clients’ deposits) and cleared checks (vendor’s checks). We reconcile the accounts and categorize the expenses matching the receipts.
We will organize your financials files. Our team will review and process your business’s transactions: receipts, invoices (paid or unpaid), we also do the filing at your business’s location.
We will meet once a month to explain your business’s financial statement such as: Profit &Loss, we monitor your business’s transactions by organizing them into categories we will also analyze how much you earn and spend each month. We will help you to understand your business’s balance sheet, where you will see how much you own and how much owe on your accounts.
Initial interview meeting with the client to gather statements, invoices and receipts.
Enter Quickbooks information into the database.
We provide monthly statements of profit and lost.