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quote
request
To begin the process, you'll answer a series of questions about your business, finances and current bookkeeping.
Financial
consult
Next, you'll meet with our team's bookkeeper who will gather more information about your needs and preferences.
custom
quote
Finally, you'll be sent a customized quote that includes bookkeeping and monthly VIP days to go over reports.
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reconciliation
Keep your books in order all year long with our monthly or quarterly bookkeeping packages.
invoicing
Allow our team to process your invoices and maintain customer/vendor invoice records/reports.
charts & reports
Receive detailed financial reports, balance sheets and profit/loss statements for each account in your business.
account cleanup
Get your books in order by having our team enter all transactions from year-to-date and create detailed reports.
System setup
Have your new accounting systems set up by our team to ensure they are both functional and professional.
year end services
Prepare for tax season by having our team reconcile your transactions and create any reports your CPA needs.
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