FAQs
- What is your typical process for working with a new customer?
Each of our clients goes through The Close My Year™ process. This process is designed for busy entrepreneurs and business owners that do not have the time to manually key hundreds of transactions, to bring the books into alignment, inorder that the Performance Reports are useful and tax-ready. This ensures the capture of all actual data for the current year. Invite our bookkeeping firm into your QuickBooks Online Account to begin the heavy lifting. This package creates immediate value in your business to accelerate your business year-end clean-up. Payments are due upon receipt only after full assessment and evaluation of your books have been made. Package details include cleanup for January 1, 2022 - December 31, 2022, including reconciliation of bank and balance sheet accounts. Monthly bookkeeping after the cleanup period is optional. The Close My Year™ process will be essential for your business as you prepare for 2023.
- What advice would you give a customer looking to hire a provider in your area of work?
Have a clear idea of your company's workflows or lack thereof.