Dear Small Business Owner - We call you a Visionary

You have Inspiration, Expertise and Talent.

You create solutions and miracles for your clients.

Yet for all that you do, managing your firm’s accounting is not for you.

About The Books: Bookkeeping. So you don’t have to.

 

 

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Routine Relief

•Recording Banking Transactions

•Payroll

•Reconciling

•Financial Statements

•Trust Accounting (law firms)

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Accounts Payable and Receivable

•Client Invoicing

•Paying Vendors

•Quickbooks integration

•Manage scheduling and other tracking

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Analytics and Insights

•Cash Flow Charts

•Best Practices and Processes

•Staff Training

•Client Presentations

Additional services and projects:

  • QuickBooks file set up

  • Training and support

  • Organizational process and procedure

  • Best practices and compliance

  • Document and reporting templates

  • Customized consultations and engagements

  • Forensic audit support

 

Our clients are professional service firms with less than 15 employees: Legal, Architectural, Advertising and Consultative firms.

We provide online and on-site services. Standard weekly, monthly, periodic and customized packages are available.

 
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