top of page
Initial Account Setup
If you do not have have QuickBooks Online, we will set one of for you - to keep your business organized.
Already have QuickBooks? We will update your books and chart of accounts.
HOW IT WORKS
Securely Sync to Your Accounts
Automatically retrieve bank statements each month. Our team of experts then categorize income and expense items in QuickBooks Online and reconcile your statements to ensure your books are always up to date.
Monthly KPI Reports
We deliver monthly financial snapshots to give you insight into your company's performance, as well as standard Profit-Loss and Balance Sheet reports. Your books will be ready for your CPA next tax season.
bottom of page