HOW IT WORKS:

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

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

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

                 STEP 4: Consultation with Senior Bookeeper to Review Final Reporting

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

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