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HOW IT WORKS:
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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
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