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With A BOOKKEEPING OVERHAUL, We Will First Perform A DIAGNOSTIC REVIEW Of Your Books.

If There Is An Extensive Amount Of Changes/Adjustments Required, We Will Then Make The Necessary Corrections So That The Files Are Perfectly ORGANIZED And OPTIMIZED. As A Result, Carrying Forward, The Files Will Be More User-Friendly And Easier To Maintain, Thus Saving You Time, Stress, And Most Importantly, Money.

If We Have Completed Corrections Through To The End Of Your Business Year, The Files Will Be Accountant/Tax Time Ready ... And Even Better, You Will Enjoy Being Able To Start Off The Next Business Year With A Completely Accurate Set Of Books.

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DIAGNOSTIC REVIEWS ...

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With A DIAGNOSTIC REVIEW, We Will Examine Your Bookkeeping Records (Whether You Work With Spreadsheets Or QuickBooks), And Give You A Diagnosis Of Any Issues That We May Find. 

Once We Review The Records, We Will Prepare A COMPREHENSIVE REPORT  Of Any Issues/Errors, And Identify Corrective Solutions With You In A Video Conference Report Review.

Upon Completion Of The Review And Subsequent Recommendations, You Are Then Able To Make The Decision Of Whether To Prepare The Changes Yourself (When Changes Are Minimal), Or To Move On To Our Next Service ... The BOOKEEPING OVERHAUL (When Changes Are More Extensive).

OUR PROCESS
BOOKKEEPING OVERHAUL

STEP ONE: ONBOARDING DOCUMENTS

  • We Invite You To Check Out Our SERVICES AND PACKAGE GUIDE

  • Here You Can Review Our DIAGNOSTIC REVIEW And BOOKKEEPING OVERHAUL Packages 

  • Each Service/Package That We Offer Will Be Listed With An Associated ONBOARDING LINK

STEP TWO: INITIATE SERVICES WITH INTAKE FORM

  • Once You Have Clicked On The ONBOARDING LINK, You Will Receive A LINK to an INTAKE FORM Where You Will Provide Us With Some Information About Your Business.

  • After We Have Reviewed This Completed Intake Form, We Will Email You A WELCOME PACKAGE Which Will Detail Our Suggestions For The Perfect SERVICE PACKAGE  (For DIAGNOSIS Or DIAGNOSTIC AND OVERHAUL), Which Best Suits Your Business Needs. This Email Will Contain An INITIATE SERVICE CONTRACT For You To Sign And Return, As Well As Detailed List of What Will Happen Next.

  • Now We're READY TO BEGIN!!!

STEP THREE: FILE TRANSFER AND DIAGNOSIS

  • If You Are Using A SPREADSHEET SYSTEM:  We Will Commence A File Transfer Through DROPBOX

  • If You Are Using QUICKBOOKS ONLINE:  You Will Need To INVITE Us As Your "Accountant".  We Will Then Have Secure Access To Your QB'S Records

  • If You Are Using QUICKBOOKS DESKTOP:  We Will Request A Portable Company File Which You Can Share With Us Through DROPBOX.

  • We Will Now Proceed With The DIAGNOSTIC REVIEW 

  • We Will Identify Any Issues/Problems, And Prepare A Report With Our Findings

STEP FOUR: DIAGNOSTIC REPORT(S) AND RECOMMENDATIONS

  • We Will Then Send You Our DIAGNOSTIC REPORT

  • This Report Will Contain A List Of Any Issues And Bookkeeping Items To Address

  • We Will Give A GRADE Which Will Identify The Level Of Importance That We Attach To The Issues We Discovered.

  • Next, We Set Up A Virtual Conference To Discuss Recommendations And Solutions That Best Suit Your Business Requirements

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STEP FIVE: DECISION TO PROCEED WITH OVERHAUL ...

  • You Will Now Decide If You Would Like To Make The Necessary Changes/Adjustments On Your Own, Or If You Choose For Us To Perform The BOOKKEEPING CLEANUP. If So, We Will Begin Gathering The Required Supporting Documents (Digital Copies) From You.  We Will Utilize DROPBOX For FILE SHARING.

  • We Will Send You A Detailed List Of Items You Will Share With Us:

                 Bank Statements

                 Credit Card/Loan Statements

                 Asset Purchase Invoices

                 And Any Other Documents We Require 

  • Now ... Let The CLEANUP Commence!!!

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