How Does it Work?

Income and expense entries, correct any errors and make any required adjustment entries

Includes invoicing and billing

Work alongside your CPA to ensure they have all the documentation they need to prepare your taxes

Including classifying all bank and credit card transactions

Clean up QB file to ensure everything is classified, reviewed, and adjusted as necessary. The end product will be ready for CPA to file taxes.

Statements as sought by CPA 

Assist in selection, implementation, documentation, and training for any new accounting/finance related softwares

Helps you to understand what your fixed and variable costs are, and cost to recover

Assess current processes and improve using Microsoft suite tools, recommend best practices, create documentation and/or flow charts of processes, and train any necessary personnel.