1. We collect all of the information about your business that is available.
    • Business Name & DBA
    • Federal Employer Identification Number
    • Permits & Licenses with the state
    • Inception Date
    • Business checking and credit card accounts
    • Assets owned by the business
    • Debts owed by the business
    • Owners or partners in the business
    • Cash Receipts
    • Cash Deposit statements or sales receipts
    • Invoices outstanding and Invoices collected on
    • Mailing & Shipping Address
    • Web site names & Social Media names
    • Profit & loss for previous year
    • Trial Balance for previous year
    • Balance sheet for previous year
  2. We record all  into our accounting database
    • Scan all physical documentation
    • Create PDFs
    • Create company virtual file cabinet
    • Archive and Categorize important records
    • Create Journal Entries
    • Make adjustments
  3. Craft Financial Statements
    • AR Aging Report
    • AP Aging Report
    • Profit & Loss Statement
    • Uncategorized Expense Statement for Review
    • A monthly ledger report
    • Balance Sheet update
    • A statement of Cashflows
    • A brief review of the month and key indicators
  4. Due Diligence
    • Answer all of your bookkeeping questions
    • Interview you for critical income tax information
    • Record critical income tax information
    • Provide General financial consultation & business advice
  5. Send you a bill
    • Bills can be paid via e-mail
    • Automatic payment authorizations
    • Checks
    • Cash
    • Over the phone Debit & Credit
    • via our website
    • Paypal