Our Services
A perfect fit if you need help but do not want to hire a full-time employee.

All levels include partnership with your accountant as well as a QuickBooks Online account.
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Base Bookkeeping Services
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categorization of income & expenses weekly
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bill payment as approved
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A/R Management
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monthly reconciliation of books to bank statements
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monthly financial reporting ready for use by accountant
2
Bookkeeping Services with Payroll
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All base bookkeeping services
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Payroll services monthly, semi-monthly or bi-weekly
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Process Improvement review and recommendations
3
Full Service Including Business Insights
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Base Bookkeeping & Payroll
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Business insights including cash flow management, trending, benchmarking, key indicator tracking & process automation or improvement
WHAT MAKES US DIFFERENT
Taking Your Business to the Next Level

Unique Knowledge & Experience
In addition to bookkeeping, accounting & QuickBooks Online expertise, we also bring knowledge and experience from 30+ years in;
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finance
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operations
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budgeting & analysis
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Investments

Ease & Flexibility
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We provide a QuickBooks Online account (included)
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Our flat fee makes it easy to budget
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We operate on a month-to-month agreement so no extended commitment is requested
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Our services can grow with your needs

Business Insights
Leveraging a unique set of experiences, we can go further to help you unlock the potential of your business;
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Cash flow improvement
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Automation support
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Financial opportunity review
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Benchmarking & trending

The Process
Initial Consultation
(Free, no obligation)
Setup/Onboarding
Ongoing Partnership
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Connect to discuss your needs (clean-up?) and current processes
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Understand your current challenges
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Discuss the process
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Address questions
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​Execute engagement letter
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Initiate or take on QuickBooks file & establish accesses
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Clarify ongoing data sharing flows and scope
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Execute clean-up if applicable
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Adjust workflows and data management to attain a seamless process
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Execute weekly,monthly & annual deliverables
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Share how we can add additional value

Let’s Connect
Reach out to learn more about how we can assist you or to receive a free one-hour initial consultation. Whether you have inquiries or are ready to get started, we are here to help. Fill out the form and let's discuss what you need.
Or, give us a call
Based in Dublin, Ohio
Partnering nationally
614-321-1106
800-786-9576
Email us.
