We believe in starting with a solid foundation. The Initial Consultation is where we lay the groundwork for a successful partnership. During your meeting, we can learn your unique business situations, goals, and concerns. We’ll discuss your current bookkeeping and tax practices, as well as any specific challenges you may be facing and how we can help. Schedule your consultation today!

After your consultation, we will conduct a thorough assessment of your QuickBooks® file. Just as a doctor evaluates a patient’s health before recommending a treatment plan, we analyze your QuickBooks® usage to understand your financial health and needs accurately. This assessment allows us to tailor our services to your specific requirements, ensuring that we provide the most effective solutions for your business. By delving into how your QuickBooks®  is setup and used, we can identify areas for improvement, streamline processes, and optimize your financial management system.

After completing your assessment, we provide our clients with three tailored service packages to choose from. These packages are designed to meet varying needs and budgets, ensuring that every client receives the level of support that aligns perfectly with their requirements. Whether you’re a small business looking for basic bookkeeping assistance or a larger enterprise in need of comprehensive financial management solutions, our service plans offer flexibility and scalability. Our goal is to empower our clients to make informed decisions, so they can focus on what they do best – growing their business.