Routine Maintenance

We are obsessed with making our clients’ accounting processes dramatically more efficient and less expensive.

Our goal is to Make Accounting Boring Again.

 

...So our clients can spend less time and money on accounting and more time building their business and making money. 

 

All of our clients are on the same boring routine:

  • All new bank and credit card transactions are reconciled every week,

  • They can login and run reports anytime and know that they are seeing up-to-date information,

  • We reconcile their accounts to the bank and credit card statements monthly,

  • We send financial reports quarterly, and

  • And their books are closed for the year in early January.

 

And with up-to-date information, we can advise on ways to save money on taxes and on ways to run their business better. 

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