We assign absolutely dedicated certified bookkeeper to your account. This dedicated bookkeeper is the only person who will work on your account.
The bookkeeper along with his lead accountant will carefully look at your bookkeeping, ask any questions on categorization, etc. during the review meeting and then get started on your books. A dedicated bookkeeper model helps with brain drain and eliminating errors so that you can focus on your business goals.
The lead accountant on your account at any point of time will be a point of contact for all your accounting questions via phone or email. And in case of critical issues the Accounts Manage will be at your support
Along with your accountant, there is a support team available to ensure that you receive a same day response. When your books are complete and ready for review, your lead accountant will contact you for a review meeting. We also schedule quarterly review meetings to go over your financials and answer any questions or make adjustments to categorizations etc.
Tax ready financials! Yes we'll organize your financials into a Year End Financial Package containing all of the financial statements that you and your CPA will need to file your taxes.
If your CPA has questions or needs any adjustments to your books, our bookkeeper will work directly with your CPA to sort everything out-saving you from being the middleman.