Our firm used they're bookkeeping services when we needed some help with catch up work for a client. They exceeded expectations by bringing in the work ahead of schedule. Keep up the good work guys! Everyone is knowledgeable, straightforward, and best of all, trustworthy people. I'm a client for more than 2 years and will continue to use them and recommend them to others.
Travis was truly fantastic and very knowledgeable. I wasn't even a client and he gave me his time in the middle of the day in the very busy, end of tax filing time. I would refer anybody I know to him immediately. From reconciling bank statements to fixing errors, or addressing backlogs, we can help with all of your Quickbooks bookkeeping needs. Your financial reports are provided monthly.
An important part of good financial management is understanding cash flow and looking for ways to reduce expenses and improve profitability. We take the lead by giving you tools for strategic financial planning. Because no two businesses have exactly the same bookkeeping needs, we take an individual approach to each of our clients.
Travis was truly fantastic and very knowledgeable. I wasn't even a client and he gave me his time in the middle of the day in the very busy, end of tax filing time. I would refer anybody I know to him immediately. From reconciling bank statements to fixing errors, or addressing backlogs, we can help with all of your Quickbooks bookkeeping needs. Your financial reports are provided monthly.
An important part of good financial management is understanding cash flow and looking for ways to reduce expenses and improve profitability. We take the lead by giving you tools for strategic financial planning. Because no two businesses have exactly the same bookkeeping needs, we take an individual approach to each of our clients.
Services
As a business owner, you might have your hands in operations, marketing, management, and finances.
With all of these areas of focus, it can get challenging to be proactive.
With decades of experience serving clients in Miami and across the country, we can bring a new perspective to help you notice trends in your finances and create new systems to help you grow your business.
Hire us for bookkeeping, or make us your full-service business advising team.
Either way, our passion is making your monthly accounting reports mean more than just a list of numbers you don't understand.
With all of these areas of focus, it can get challenging to be proactive.
With decades of experience serving clients in Miami and across the country, we can bring a new perspective to help you notice trends in your finances and create new systems to help you grow your business.
Hire us for bookkeeping, or make us your full-service business advising team.
Either way, our passion is making your monthly accounting reports mean more than just a list of numbers you don't understand.
Let our team manage your taxes with detailed preparation and reliable results.
With an eye for deductions, we'll make sure you don't overpay while ensuring accurate filings.
With easy access to your monthly reports, we help you understand the tax implications of your financial transactions and provide you with long-term tax-saving strategies, so you only pay what is fair.
With an eye for deductions, we'll make sure you don't overpay while ensuring accurate filings.
With easy access to your monthly reports, we help you understand the tax implications of your financial transactions and provide you with long-term tax-saving strategies, so you only pay what is fair.
We start with a consultation to understand you and your business needs.
Once we determine if we're a good match for each other we'll provide you with a quote for the services requested.
We'll send you a list of documents we'll need to get started.
Examples would be bank statements, credit card statements, loan documents and various docs.
Depending on the services you need, we'll either set up your QuickBooks file, clean your Chart of Accounts and/or begin the bookkeeping and start reconciling your bank statements with QuickBooks.
Once we determine if we're a good match for each other we'll provide you with a quote for the services requested.
We'll send you a list of documents we'll need to get started.
Examples would be bank statements, credit card statements, loan documents and various docs.
Depending on the services you need, we'll either set up your QuickBooks file, clean your Chart of Accounts and/or begin the bookkeeping and start reconciling your bank statements with QuickBooks.
Because no two businesses have exactly the same bookkeeping needs, we take an individual approach to each of our clients.
First, we'll do a detailed interview to learn about your business and your bookkeeping and financial reporting needs.
We'll use this information to tailor a bookkeeping plan to your exact needs.
When you sign off on the plan, we begin.
However big you think your mess is, chances are we've seen and cleaned up bigger ones.
We're experts in getting financial material organized and caught-up after months or even years have gone by.
First, we'll do a detailed interview to learn about your business and your bookkeeping and financial reporting needs.
We'll use this information to tailor a bookkeeping plan to your exact needs.
When you sign off on the plan, we begin.
However big you think your mess is, chances are we've seen and cleaned up bigger ones.
We're experts in getting financial material organized and caught-up after months or even years have gone by.
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