Accounting

​Our accounting services are designed for self-employed individuals and small business owners.  We use the latest technology to streamline all aspects of the accounting cycle.  Our team of accountants will  facilitate the automation process and ensure all accounting is correctly recorded, so you can spend more time building customer relationships and less time crunching numbers.

Prospective clients should consider our accounting services if they...

• Are self-employed.
• Are an independent contractor.
• Are a  freelancer.
• Are starting a business.
• Have an established business with no accounting system.
• Have an out-of-date accounting system.
• Want to move their accounting system to the cloud.
• Want to automate their  accounting system.
• Want to outsource their accounting & bookkeeping.
• Do not have a financial background.
• Have trouble understanding  an Income Statement.
• Have trouble understanding a Balance Sheet.
• Have trouble understanding   a Bank Reconciliation.
• Want to understand the link between accounting and taxes.
• Want to proactively manage their income  tax liability.
• Want to  ensure there are no surprises on their tax return.

Our firm partners with Quickbooks Online, an online accounting software provider.  We believe  cloud-based  software eliminates the need to wait while your CPA updates your records and provides real-time updates and simultaneous work flow. 

Step 1 

Clients sign up with Xero, our accounting software provider.

Step 2

​Clients connect their bank accounts and credit cards.

Step 3 

​Our team of accountants  create "rules" for all transactions.

Step 4 

​Clients "reconcile" transactions at their own convenience.

Step 5

​Our team of accountants review  all transactions.

Step 6 

​Our team of accountants  prepare financial statements.

Step 7

​Clients view their financial statements.