Accounting & Financial Reporting Services
Meet your new Accounting Department
Real accounting and finance professionals that can produce clean financials and useful business insights for your small or medium sized business.
Step 1
Introductions
Over the first few weeks, we will spend a few hours working with you, getting to know your business and learn your existing processes. We will consult with you on process improvements, errors, accounting needs and agree upon terms of services.
Onboarding
We will set you up with the most important software which will make up your financial stack. Your choice of accounting software of QuickBooks Online or Xero, along with Hubdoc for file sharing and workflow automation. Additional software may be added later on as part of your financial stack.
Step 2
Step 3
Document Management
Hubdoc will automatically extract all check images, bank statements and vendor invoices from their websites. You may also upload receipts and important supporting documents to your Hubdoc account. We'll take it from there.
Month-end Close
We will publish all transactions from Hubdoc to your accounting software, reconcile your bank accounts and all other transactions from your financial stack. Once everything is ready we will send you your monthly financial statements.
Step 4
Step 5
Focus on Your Business
Get your financial report and focus on your business. Use the information to grow your revenues and control your expenses. Come tax time we can assist your tax preparer so you don't have to worry.
Beyond Bookkeeping
Ask about our additional services!
Bill Pay
Set up bill pay using an approval workflow and pay your bills on time to avoid late penalties.
Customer Invoice
Create estimates, send invoices, follow up, get paid and Improve cash flows.
Corporate Finance
Create a financial plan, test scenarios, and apply for a loan.
Hubdoc Certified Advanced Partner
Hubdoc makes bookkeeping easy. It auto-fetches key financial docs, seamlessly syncs them with your accounting & helps audit-proof your business.
With Hubdoc, say goodbye to chasing documents and data entry and say hello to increased productivity and automation.
We utilize Hubdoc in our practices to offer small businesses productivity through workflow automation. For more info on Hubdoc click here.
