Meet your dedicated CPA to discuss the types of engagements that you'd like to partner with us on. We will create a custom plan based on your desired level of involvement.
We furnish you with well defined documentation requests to prepare for the engagement.
For most engagements, we provide your deliverables within 1 month of year-end close.
Bookkeepers have a unique, deep understanding of their clients business that they work hard to build throughout the year. Rather than causing your clients to have to begin from square one with a 3rd party firm, we partner with you, allowing you to create a frictionless year-end or advisory experience for your clients like they've never had before.
Who knows when we'll be done. We are a big company and we have lots of clients that are more important than you.
Turn Around
We plan our resources to ensure we serve you well, most year-end engagements are completed within a month.
We charge you hourly, using the same inefficient workflows we've been using for 20 years.
Pricing
Like you, we continually invest in streamlining our processes with cloud technology so that we can offer unmatched value at fixed prices.
Information goes back and forth between you, your client and the CPA Firm, sometimes with weeks delay.
Communication
We communicate directly with you, allowing you to remain your clients trusted advisor throughout the process.
With our unique approach to Accounting and Compilation services, there are a whole host of reasons to choose us.
Who knows when we'll be done. We are a big company and we have lots of clients that are more important than you.
We charge you hourly, using the same inefficient workflows we've been using for 20 years.
Information goes back and forth between you, your client and the CPA Firm, sometimes with weeks delay.
We plan our resources to ensure we serve you well, most year-end engagements are completed within a month.
Like you, we continually invest in streamlining our processes with cloud technology so that we can offer unmatched value at fixed prices.
We communicate directly with you, allowing you to remain your clients trusted advisor throughout the process.
We stay out of the way, your dedicated CPA will sign off on your engagement however you remain the point of contact, to the entrepreneurs you serve we will just be a backend support for your team. Allowing us to focus on what we do best.
