It’s easy! Each client is obviously a little different but basically, we take whatever your source data are (bills, check register, QuickBooks data file, etc.) and go from there.
We also provide our customized ratio analysis summary and tips to get the most of the reports.
For clients who maintain their own QuickBooks file, we export changes to their file via an Accountant’s Review or log into their systems to make any adjustments.
Some clients host their files with a third party, which allows authorized users to access the file from any internet connection, and we can post the adjustments into the live file. For everyone else, we maintain a secure QuickBooks file in-house and provide digital copies of all the data at the end of the month.
Contact us for a free quote!