We can bill your clients directly. Clean and simple.
We bill you for the client’s work, which allows you the flexibility to package our bookkeeping services with your tax and consulting services as a value add. Let us be your buddy!
- We keep things simple. We utilize standardized bookkeeping methods so things are predictable with no surprises. Even our billing is simple – a flat monthly rate.
- We believe in security. All employees receive proper background checks. All vendors used, subscribe to industry acceptable security protocols.
- We strive for excellence. Our bookkeepers are all trained and certified on each accounting system we use. We want to be your go to experts for cloud accounting.
- We love efficiency – Cloud technologies allow us to streamline our business. Translation – our lower overhead means greater savings for you and your clients.
- We offer access and transparency – With your own login to clients accounting software you can easily access and verify work. Entering adjusting entries couldn’t be any easier.
- We offer peace of mind – we can keep your clients books in order making tax time a breeze for you!
- Your clients Xero subscription (we also offer QBO)
- Accrual-basis or cash-basis bookkeeping (depending on client need)
- Bank account reconciliations
- Payroll solutions – seamlessly integrate ADP, SurePayroll, and ZenPayroll with Xero
- Monthly or quarterly management reports – sent directly to you or to your clients, your choice
- Monthly or quarterly meetings with your clients to review the numbers
- Unlimited email and phone support for your clients!