We designed our bookkeeping services to tailor to your practice needs. From linking the bank feeds to deliver the finantial statements, we have you covered.
We collect the bank statments, cancelled checks and QB file directly from you or client, so you are always in control. In adiccion, your data is secured, since all docs are safely secure in our CRM.
After we set up the chart of accounts of your client based on his trade, we input the finantial transaccions from bank statements, checks and other documents.
We review the transaccions directly with your client, focusing on checks not cleared, subcontractors information, gross income classificacion (total deposits), and assets adquisitions.
After our review process is compleated we proceed to reconciale the books; Then, a “draft” finantial statements are sent to you and your client for review. Once the “drafts” finantials are aproved we continue to the delivery process.
We email you and your client the reviewd finantial statements. We also send your client a text message with the same finantials for an easy review.
Finally, we expect that your client agrees to the final statements so we can update the Microsoft List that you have access to so you can track the progress of your overall client bookkeeping service. At the very end, our CRM is updated with notes and docs.
You have access to an online app to check the status of your client’s Bookkpeing service progress stage.
Identify the need: Understand the specific bookkeeping needs of your business. Recognizing these needs will help you determine what services to outsource and allow you focus on your core copetencies
Choose the Right Partner: Research and select a reputalbe bookkeeping company bookkeeping company that specializes n services Hispanic accountants. Ensure they have a good track record, understand your industry, and can cater to your specific needs. Look for a company that uses up-to-date accounting software and maintains high standards of confidentiality and security.
Find our who we are…
Establish clear Communicationr: Once you’ve chosen a partner, establish clear lines of communications. Make sure they understand your business goals, accounting practices, and expectations..
Because we tailor our services to fit your accouting practice, we must meet with you to analize your current bookeeping process to prepared a customized quote for your.
Contact us to arrange a meeting. This consultation is totally free and with no commitments.
