Client Services

EXA provides bookkeeping and accounting for our clients by using professional staff, amazing software and best practices. Furthermore, we assist our clients in financial software implementation and training.

  • Accurate & on time financials

    We pride ourselves in providing our clients with on time financials including Profit & Loss, Balance Sheet, Accounts Receivable & other statements.

  • Latest Tools to capture each and every expense & income

    We deploy easy to use software that allows our clients to manage all financial aspects of their business in a simple manner.

  • Thorough training in using the software

    We provide training to our clients so that they can use the tools provided effectively and efficiently.

  • Strict confidentiality

    We use industry best practices to secure your financial data and have a strict confidentiality policy.

  • No long term contracts

    We believe in our service so much that our clients sign up with us on a month to month basis.


  • Assessment

    Meet in person or online to discuss and review current financials

  • Quotation

    Review financials and present quote with recommendations along with a plan of action

  • Onboarding

    Scan all documents, set up software and finalize business processes & procedures

  • Training

    Teach how to use the software and mobile tools

  • Get Started

    Get accustomed to your new and successful "Business Financial Nirvana" condition


  • 1
    Which type of businesses you do deal with?

    We specialize in technology, construction, trucking and franchise industries. But we welcome small and large businesses from all industries.

  • 2
    Do I pay for each software product that will be used?

    Our pricing is ALL inclusive, thus you only pay us one easy monthly payment.

  • 3
    I already have a CPA, what do I tell him or her?

    We would love to work with your CPA. As a matter of fact, we provide outsourced bookkeeping services to CPA and tax firms that mainly focus on your tax & wealth planning.

  • 4
    Do we have to be in your geographical area to use your services?

    Of course not. We are a true cloud enhanced firm and can work with any business within North America that has internet access.

  • 5
    We have a box full of receipts, paperwork, notices, etc. but don’t know how to get started?

    In the accounting world this condition is called the “Shoebox”. We would love to get rid of the Shoebox and help to organize, scan, categorize and move you to a more organized, safer eco-environment. This is what we do best.