At the beginning of each month

We gather your statements, receipts and other information we may need to do your bookkeeping and provide you with accurate financial statements.

Sync your bank accounts with QuickBooks Online and your transactions will automatically be synced for quick and easy processing.

Simply take pictures of your receipts using your mobile phone and Receipt Bank and they automatically get uploaded to your QuickBooks Online file for processing.

During the month

Each month, our team of bookkeepers categorizes your transactions, reconciles your accounts and produces your financial statements in a timely manner. We also make any necessary adjustments to your books to ensure they are tax-compliant.

We may need your assistance to properly categorize your transactions. We’ll send you a message, clearly stating what we require, and you let us know where it belongs.

You may also have questions for us about your books. Simply send us a message or give us a call and we will get back to you within one business day.

At the end of the month

You will be advised when your bookkeeping has been completed and will be provided with any financial statements you require.

Are you ready to make the change? Simply call our office or send us an email to get started.