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OUR PROCESS
1. Discovery & Assessment
We learn about your business and review your current books to understand what you need.
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2. Customized Plan & Proposal
You receive a tailored service plan with clear pricing and expectations.
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3. Setup & Cleanup
We set up your accounting systems and complete any cleanup or catch-up work.
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4. Ongoing Monthly Workflow
We establish a smooth routine for monthly bookkeeping, reporting, and support.
Full Cycle Bookkeeping
We manage every stage of your business’s financial records—from the moment a transaction happens to the final reports your accountant uses at year-end. It’s a complete, start-to-finish approach to keeping your books accurate, organized, and up to date.
Accounts Payable
Reliable bill management to protect your cash flow and keep your business running smoothly.
Payroll
We handle the calculations, deductions, payments and filings so you don't have to.
Catch up Bookkeeping
Whether you’re a few months behind or a few years, our Catch-Up Bookkeeping service brings your financials up to date quickly and accurately. No stress, no shame—just a fresh start and clear financial clarity
Accounts Receivable
We manage the full process from billing to payment follow-ups helping you maintain healthy cash flow.
Sales Tax
We track the sales tax you collect, organize supporting records, and prepare accurate filings on time.
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