Step 1 -survey

HOW CAN WE HELP YOU?

We will set up a call with our owners so you can tell us about your business. We’ll get into a high level conversation about your company, your current accounting software, how you invoice your customers, pay your company bills, and how your company is set up (sole proprietor, LLC, corporation). We’ll also talk about taxes and tax savings!

Step 2 - demo

THERE’S AN APP FOR THAT!

Next, we will get you on a call with our staff who are experts in accounting technology. We’ll talk about how current accounting technology will help your business moving forward. Cloud software, Apps, Cloud Report Writers, Merchant Services - there’s technology for that! Streamlining Accounting with Tech is what we do!

 

Step 3 - pricing

VALUE IS WHAT WE PROVIDE

You’ll have a choice of three monthly fixed rate pricing packages that include our monthly services and suggested technology for your business. We will go over each pricing package and our flexible payment options to make sure we have addressed your business needs and figure out what package fits best for your business.

Step 4 - kickoff

LET’S GET STARTED

If you have found a package that works for you, we’ll meet to go over our project plan and deliverables. We will start our technology set up, review any needed company changes for tax purposes, develop processes and procedures, and schedule training. At this point, we’re ready to get to work! We will talk about our team approach, our Slack communication channels, and who’s on the team!

 

step 5 - let the work begin!

WE’RE ON IT!

Transaction Entry, Bank Recs, Journal Entries, Payroll, Sales Tax, General Ledger and Custom Financials! Streamlined and Clean!