Step 1 : SETUP

We setup your system from scratch including all bookkeeping income + expense categories, products + services, and company invoice. Business bank accounts are added to bookkeeping software so no transaction is missed saving you money on your taxes + creating an accurate picture of company spending.

Step 2 : IMPLEMENT

Start tracking! We will walk you through our system of staying on top of your monthly bookkeeping and provide a list of what is needed from you. From here we start working together to maintain your records on a weekly, monthly and annual basis.

Step 3 : MAINTAIN

Leave it up to us! From here we will take care of inputting your income + expenses on a monthly basis, send financial statements to help you stay on track and reach your goals + reconcile your bank statements. You will be amazed how easy tax time will be!