Ready to get started? It's easy, we promise.

We understand how daunting accounting can be, and that's why we're here. We love doing books and most of our clients don't. As business owners they recognize how critical knowing their financial status is. We partner with our clients and understand their goals and design a bookkeeping program to help them reach their goal.

It all starts with a phone call and we promise to make it as easy as possible to get started. Here's an outline of the initial process:

• Call us for your free consultation
• Fill out our client questionnaire - We'll need to get a variety of information about you and your business. No matter where you are in your business we can help.

  New Businesses:

  1. Start Up Costs
  2. Business Information w/ entity details
  3. Listing of Equipment and Furniture
  4. Statements for bank, credit cards, and loans
  5. Owner details
  6. Prior year information if applicable
  7. Credit card for billing and QBOE account

  Established Businesses:

  1. Most Recent Financial Information
  2. Payroll information if applicable
  3. Sales Tax information if applicable
  4. Lists of Vendors (balances if applicable)
  5. Lists of Customers (balances if applicable)
  6. List of Services with prices
  7. Trial balance and current chart of accounts
  8. Equity detail for prior years
  9. Credit card for billing and QBOE account

• We'll set up your QuickBooks - although this may look deceptively simple, the initial setup is critical to accurate records. We'll also make sure you have the best software for your needs.

Whatever your level of accounting support you need we can help. Just give us a call and at no charge we'll review your situation and make recommendations so that you can save more money and time.

Call us today at 619-269-2347