How We Work

Initial Consultation

For most of our first meeting we’ll ask a lot of questions; no one knows your business better than you do, or understands why you’ve been doing what you’ve  been doing. This initial meeting is always no-charge and can take place in our offices or yours.

Analysis of current bookkeeping systems

Together we review your current accounting practices and procedures and discuss ways to modify them for maximum effectiveness and efficiency.

Proposal of Accounting / Bookkeeping / Training Needs

If you like our suggestions, we’ll move on to what level of accounting or bookkeeping services your business is ready for. All our services are customized to help you define immediate needs and prepare for long term objectives

Where We Work …

Depends on you, your needs, your time, your comfort level. 
  • on-site at your location
  • drop-off-and-pick-up regularly scheduled site visit
  • virtually, by online remote access