Every month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss as well as any custom reports you would like to see. These reports will help you understand your business past to make decisions on your business future. It will be a seamless transition taxes and tax planning. Unlimited email and text support is also included.

Normally additional services are available as an add-on for a small fee to your bookkeeping package. These add-on’s include: detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax filing, tax planning and preparation and legal help. Monthly strategy sessions are also available for additional fees.

All our team members are Certified Pro-Advisors. You can rest assured that you are working with the highest quality professionals. We all also belong to a network of financial professionals so if there is a question we have not seen before, we have a lot of resources to find an answer for you.

Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high.

We pride ourselves in being very responsive to our clients important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays and in the midst of tax season) when a response may take a little longer. For most part we use standard M-F 9-6 work hours to address emails and phone calls.