Serving Clients For 15+ Years
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We Are Your Bookkeeper on a daily basis, CFO on a monthly basis, and CPA on a year round basis.


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How often do you send your financial statement?

Every month, you will get your monthly financial statements that consist of the following 6 reports: Balance Sheet By Month Profit and Loss By Month and % of Income Profit and Loss – Prior Year Comparison Profit and Loss – Prior Month Comparison Draws or Due to Shareholder General Ledger – Expense Accounts Please see […]

How do you access my bank account or credit card accounts?

You will setup a “view only” user access with your bank for us. This would give us limited access allowing us to only view and download the activity, check images and statements. As a restricted user, we will not have the ability to make any financial transactions.