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Value Conversations to discover the value we can bring to the client.
Value Conversation

Intiallly we start off with a value conversation.  This conversation is to comprehend and communicate the value we can add, establish a scope of value and then the scope of work to be performed.

Training services on QuickBooks Online offered at
Training and Set up

Clients are introduced to Quickbooks online via remote connection or in person.  Training session are on how to use the modules they will need for their business. 

Set up is done simultaneously during training and after training to ensure the client books are upto date and ready to function as of the agreed upon start date.


Financial Statement Icon, describes the Financial Statement preparation services offered At
Financial Statement Preparation

Balance Sheet, Income Statement and Statement of Retained Earnings are prepared on a monthly, quarterly and annual basis.  Statements are forwarded to clients to be kept for their own records.  Clients no longer have to wait until year end to see how well their company is operating.  Having up to date financial records can be used as curent data and reference for clients non-business related needs. 

Financial Analysis services offered at
Financial Statement Analysis

Financial statements are analyzed and discussed with clients on a quarterly basis.  Results from this analysis allows clients to make future plans and choices consistent with its goals.  A real help to companies in terms of strategies to implement to be the most profitable.

Company maintenance services such as  bookkeeping, Tax and Accounting services offered at
System Maintenance

On a monthly basis, we ensure Quickbooks online is updated:

  • Accounts are properly assigned

  • Bank and Visa Statements are reconciled

  • Sync data between third party apps and Quickbooks

  • Third party expense apps are updated

  • Third party expense apps accounts correctly assigned

Educational Webinars, hosted monthly at
Educational Webinars

On a quarterly basis, clients are invited to learn how to reduce their taxes payable and how to implement tax benefits for themselves and their business.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

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