Our Process

Our Process

 

  1. Find you the best of three methods for the team to share your QB file.  We use either QuickBooks Online, hosted QuickBooks Desktop, or Qbox to share your data.
  2. Getting your Documents – We set you up with a private portal to share all documents such as Bank and Credit Card Statements, Timesheets if they are manual, Expense Reports, Vendor Bills, Invoices, Payments, and any other documents.
  3. We reconcile all or part of your bookkeeping on a quarterly, monthly, or weekly basis.
  4. Reporting designed to help you increase your business and profits.