3 steps to engage us
Choose your package
Choose a package for your business or investment entity that suits your core compliance and advice needs.
CUSTOMIZE your package
Want to add or subtract things like add-on software, additional compliance or advisory services? We can tailor our services to meet your specific requirements in discussion with you. Submit your inquiry and we will be in contact shortly to clarify your requirements with you. We then meet to discuss your requirements.
FINALIZE THE AGREEMENT
After examining your specific requirements and mutually agreeing on the scope of work and services to be provided, actual costs will be agreed with you. Engagement documentation is electronically distributed and e-signed to allow us to get to work quicker for you.
Frequently Asked Questions
For many business owners, there comes a point you cannot make all of the decisions for expenses by just looking at your online bank account.
You may have uncleared checks from the prior month, or you have recurring debits, etc. The purpose of having a Cash flow Forecast is to plan out your cash commitments for the next quarter, accounts receivables, insurance, workers compensation, tax installments. This way if you are planning to purchase new equipment i.e, new vehicle you can see how this payment will affect your business operations prior to pulling the trigger on a bad decision.
Yes, we start out performing a 3 year business performance review, and work with you to create a budget that we monitor and meet with you quarterly.
Your business generates great revenue, but you often have so much going on you want to make sure that you do not run out of cash to keep the business going.
We work with our clients using a standardized cash account structure to see that operating expenses, taxes, payroll, and building capital all happens like clock work every week, every month.
Yes, every year we are referred from many tax preparers to assist with this transition for getting their bookkeeping stabilized and in current order.
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If you are a new business, or have had a family member doing your bookkeeping. We start by requesting access to your current year of bookkeeping via QuickBooks Online.
But what if you do not have your bookkeeping in QuickBooks? We then would provide an estimate for building out your company infrastructure along with your QuickBooks annual subscription.
Here’s the thing….