Accounting & Bookkeeping bogging you down?
Do you need help with your accounting and bookkeeping? Our team has helped hundreds of business owners by taking over this work so you can focus more on the work you love.
If you’ve been muddling through by yourself, the chances are that by now, you are:
If so…you’re not alone.
Overwhelmed? We can help!
Spend more time doing what you love!
We are guessing you didn’t start your business so you could spend your weekends sifting through invoices, reconciling bank accounts, and filing taxes.
The good news is we can take away all that work that gets you down. It’s what we do and you can rest assured that your finances are well taken care of by qualified professionals. Here’s what you’ll notice when we take over your accounting and bookkeeping:
How we help you and your business.
Ready to chat?
Do you need help with your accounting and bookkeeping? Our team has helped hundreds of business owners by taking over this work so you can focus more on the work you love.
Our Process
STEP 1
Complete Our Questionnaire
Let’s make sure we are a good fit for each other. To start the process, please complete our online questionnaire. It usually takes less than 5 minutes to complete and will help you clarify what is most important to you. We typically respond to you within one or two business days.
STEP 2
Discovery Meeting
After we review your questionnaire and determine that we will be a potential fit for each other, the next thing we do is meet with you. We do that online, which means you don’t need to travel. All you need is a computer, an internet connection, a webcam, and a microphone.
The purpose of this first meeting is to discover further if we are a good fit for each other. In other words, we can help you solve your business problems and help you achieve your goals. We call this our Discovery Meeting. If, after this meeting, we agree that we are a good fit for each other, we can review the information necessary to prepare a proposal for our services.
STEP 3
Solutions Meeting
After receiving your information to prepare the proposal, we will meet to review the solutions to your needs and review our proposal for our services. This could be another virtual meeting (which means we can meet with you wherever you are in the world) or in person at our office in Dunwoody. By the end of this meeting, you will be fully informed to decide if we are the best fit for you. If you decide we are, we can schedule your Strategy Sessions.
STEP 4
Strategy Sessions
All successful businesses know you must have your finger on the pulse to make the right decisions. That means having access to, and fully understanding, the most up-to-date numbers for your business. Every month we produce detailed business management reports for you and help you understand and interpret the numbers. You benefit from:
- Business management information, which will help you understand exactly what is going on in your business
- Analysis of financial trends to help you make better business decisions and improve your profits
So that we may help you each month with this information, we will schedule two strategy sessions:
- The first strategy session will review your business in detail, identifying all the information we need to prepare your monthly financial statements and tax returns. By the end of this meeting, we will have a complete accounting and tax checklist of items we need to get started and get from you every month.
- The second strategy session will be our detailed review of your financial statements, where we will explain how to read them each month and show you what to look for each month when reviewing them. We will also review any accounting or business issues that we uncover during the preparation of the first set of financials.
Ready to chat?
Do you need help with your accounting and bookkeeping? Our team has helped hundreds of business owners by taking over this work so you can focus more on the work you love.