ACCOUNTING
Technology focused. Accurate reporting.
Accounting is an essential activity for any business wanting to stay organized and financially healthy. By keeping accurate records of all financial transactions, you can gain valuable insights into your firm's revenue, expenses, and profitability. We can help streamline financial operations, and reduce errors and discrepancies. Our team of experienced accountants use the latest technology to ensure your financial data is always up-to-date and secure.
Learn more about our accounting process below.
01
Onboarding
Our onboarding process starts with an extensive review of your current systems and processes - software utilized, workflows, roles & responsibilities, financial relationships, and more. With this in-depth understanding of your business, we'll create a customized financial recording ecosystem designed to maximize automation and reporting accuracy.
02
Document Collection
Every month, all bills, invoices, receipts, statements, and transaction supporting documents are sent to our document collection and automation software for processing. Your dedicated accountant will communicate any additional document needs or points of clarity required for accurate reporting and record keeping.
03
Financial Reporting
On a monthly basis, we'll generate financial statements and reports designed to support your specific business reporting and analytical needs. Common reports on hand include a balance sheet, income statement, and accounts receivable and accounts payable aging schedules, but we are also capable of so much more. Let us know what you need, and we'll make it happen.