How It Works

We’ve designed the process for working with us to be simple and straightforward. Optimizing processes for efficiency is what we do, so we don’t want you to jump through hoops to get fast, accurate service from our accountants. Although individual services vary slightly, we can sum up our model in four basic steps.

    1. You send us your information. Whether it’s an envelope full of invoices, scanned receipts, bank statements or an automated data file from your POS system.
    2. We process your data. Our team of experienced professionals enters your data into an industry-leading accounting platform and transforms your information into an easily accessible electronic format.
    3. We send your deliverables.You can check status, approve transactions, and access your information online, and we’ll notify you when:
      • Invoices are ready for payment
      • Payroll is ready for print checks or direct deposit
      • Reports, forecasts and analyses are complete
      • Finalized Financial Statements are available for download or review
      • And more
    4. Together, we identify trends and strategies. You and your Customer Account Manager (an accountant) discuss the financial health of your business and how its performance is benchmarking against industry peers. We help you identify trends and areas for improvement.

For a more detailed description of individual accounting processes or how our end-to-end financial and accounting solutions work, please Contact Us.