How to

Take the First Steps to Growth

Reach out

Contact us via our website, email or phone. We work diligently to respond to all inquiries within 24 business hours.

Discovery Call

We will reach out to you via phone to learn more about your business and your bookkeeping needs. Every business is unique and our processes reflect that individuality.

Provide Access

If a previous Quickbooks file exists, we ask for accountant level access and complete a complimentary diagnostic review of the file to determine scope of work and assess any lingering issues typically within 48 business hours.

Review Proposal

We will put together a proposal for services based on the discovery call and diagnostic review of the account. Package options will be included if applicable to your request.

Onboarding

Once a proposal has been accepted, the onboarding process will begin so that the clean-up or monthly bookkeeping process can begin.

 Book Keeping   Service

The general ledger is the backbone of your accounting system. We maintain and update your general ledger by properly coding each transaction to reflect all financial transactions accurately, providing you with a clear picture of your financial position. Reconciliation of bank statements with your financial records is essential for identifying discrepancies and ensuring accuracy. We perform regular bank reconciliations to keep your accounts balanced and up to date.

Accounts Receivable Management

Managing your accounts receivable is crucial for maintaining a healthy cash flow. Our team ensures that all your invoices are processed promptly, payments are received on time, and outstanding receivables are tracked and collected efficiently. We monitor and follow up on receivables, implement effective credit policies, and provide detailed reporting to keep your business financially healthy.

Accounts Payable Management

We offer comprehensive accounts payable management, ensuring timely and accurate processing of invoices, vendor payments, and expense tracking. We maintain detailed records, reconcile statements, and provide regular reports to keep your financial operations smooth and efficient, allowing you to focus on your core business activities. Satisfied suppliers and customers is a big milestone that we will help you achieve through our professional approach.

Inventory     Management

Inventory is one of your most important assets. This process involves maintaining detailed records of inventory movements, performing periodic reconciliations, and providing insightful analyses to optimize stock control and minimize costs. Efficient inventory management enhances financial accuracy, supports decision-making, help you keep optimal levels, identifying & controlling obsolete & slow moving inventory, and identifying wastages and shrinkages.

Testimonies

Happy Clients & Feedbacks

FAQs

Frequently Asked Questions

We offer flat rate pricing which is determined using multiple variables like number of transactions, number of accounts and number of loans among other things. We want our small business owners to know exactly how much they will be spending on bookkeeping each month which is why we don’t bill hourly. We do offer add-on services like job costing or 1099 filings for a fee. We create individualized monthly or quarterly packages that can change and grow with your business.

Absolutely not, we are well versed in clean-ups on a set of books and if needed would price a clean-up as part of our proposal. The minimum would be the current fiscal year, but if multi-year clean up is needed we can handle it.

For the accounting process we use Quickbooks Online exclusively for our clients. We have experience with a large number of third party applications as well.

We work 100% remotely. You don't need to worry about a space for your bookkeeper at your place.

All new clients start off with a 3 month engagement. After that time if both parties wish to continue we offer engagements of 3 months, 6 months or a full year. A price reevaluation occurs at the end of each engagement.

As your company grows you may find the need to add additional services. All engagements have the option of a reassessment should your needs change. Once informing us of your change in needs, we would present you with a new proposal.

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Price & Plans

Affordable Packages

Basic Package (Ideal for Small businesses and startups) from $ 299 /month
  • Monthly transaction recording
  • Bank reconciliations
  • Basic financial reports (monthly and annual)

    (Terms & Conditions Apply)

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Standard Package (Ideal for Mediam and Growing businesses) from $ 499 /month
  • All services included in the Basic Package
  • Receivable monitoring
  • Aging analysis for overdue balances
  • Recovery and collection actions

    (Terms and Conditions Apply)

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Ultimate Package (Ideal for Established businesses) from $ 699 /month
  • All services included in standard Package
  • Payable monitoring
  • Bills Pay

    (Terms & Conditions Apply)

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Premium Package (Ideal for complex and large businesses) from $ 999 /month
  • All services included in Ultimate Package
  • Inventory monitoring
  • Slow moving and obsolete items reporting
  • Inventory valuation Reports

    (Terms & Conditions Apply)

Get Started