Our business bookkeeping service operates in the background so you can focus on what matters most, your business & Family. Point is, we don’t require you to send us statements, receipts, invoices, or bills. Thanks to technology we can get everything we need safely and securely when we need it.
We organize your financial activity into meaningful reports (delivered quarterly) that allows us to track your success, create a financial health strategy, and plan for upcoming expenses and tax liabilities. Since we are tax savvy business CPAs, our reports are 100% tax compliant and we always keep tax savings and business planning in mind. We have three options for working with us.
For the business owner who doesn’t want any surprises. They just want us to take care of the basics and inform them of need to know due dates and compliance responsibilities. We believe every business owner needs to meet with their tax savvy business CPA(Business savvy tax CPA) at least 1 time a year, so our basic plan includes one year-end meeting in Nov/Dec to review financials and implement any tax saving strategies available.
Designed for the new business owner or the business owner making moves looking to grow quickly, includes all the need to know stuff in our basic package, plus 2 additional quarterly meetings (april/may + Sept/oct) to review interim activity, discuss strategy, check on best business practices, review record keeping and any other business matters that need attention.
Outsource CFO services. For the business owner looking for more attention, strategy and accountability. We have monthly and weekly meeting plans available that allow us to spend more time reviewing interim financial reports, implementing strategy and working on accounting staff training. The additional time allows us to pay special attention to other aspects such as budgeting, class tracking, accounts payable, account receivable, and inventory management if needed.