Ensure your clients remain yours by signing non disclosure and confidential agreements
Complete access to data and work performed
Monthly billing activity reports
A live person to answer all questions via telephone & virtual meetings
long term contractual agreements
Meet in person or online to discuss and review current financials
Review financials and present quote with recommendations along with a plan of action
Scan all documents, set up software and finalize business processes & procedures
Teach how to use the software and mobile tools
Get accustomed to your new and successful "Business Financial Nirvana" condition
Which type of businesses do you perform bookkeeping for?
We specialize in technology, construction, trucking and franchise industries. But we welcome small and large businesses from all industries.
Does our firm have to perform any work?
We will do all the heavy lifting by on boarding and setting up your client. There will be some items that will require your input and guidance, but we will always try to keep it to a minimum.
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.
Do we get any revenue by sharing our clients with you?
Yes, that option is available and we can schedule a call to discuss.
Our firm has clients that use other financial software, like Peachtree, MS Dynamics, Etc. Will you work with them?
Yes, we will work with them only after we have done a thorough analysis of their needs and requirements.