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                 STEP 1: Upload, Email, Fax or Mail your Bank & Credit Card Statements or Downloads

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                 STEP 2: Consultation with Senior Bookkeper to Review Categories & Accounts

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                 STEP 3: We Enter, Categorize and Reconcile your Transactions & Generate Reports

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                 STEP 4: Consultation with Senior Bookeeper to Review Final Reporting

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                 STEP 5: Handoff of Reporting to Client and Client's CPA if applicable