Professional bookkeeping solutions tailored to your business needs
Our training are one on one with our founder Luis Serrano.
He is a skilled teacher, and has taught the Quickbook software to many businesses and users.
The main training is a 2 hour block, with 30 minutes for set-up and optimization and 90 minutes of hands on learning.
The session is typically done over Zoom, but can also be done in person.
The training also includes two additional 30-minute follow up sessions. These can be scheduled whenever is needed and convenient.
This service has worked best for start-ups, businesses moving to an accounting software for the first time, and for users within the company.
We get it. Life takes over and the books fall behind.
We’re experts at this.
We start by looking under the hood. We perform a free review of the books and provide a valuable report of items to address. We provide our cost to perform the work, but the review reports are yours.
We’ve done hundreds and hundreds of these. Leverage our experience and expertise to get things caught up and cleaned up fast.
Comprehensive analysis of your books
Hundreds of successful cleanups
We provide month end or quarter end accounting closes.
This means we enter & categorize transactions, reconcile accounts, provide financial reporting, and provide personal and reliable support throughout the month and quarter.
With a superb team supporting your accounting, you upgrade a key element of your business. The knowledge and insights the financials will provide will empower you and your business.
With the Foundational Growth package, you’ll be the business owner who runs a tight ship with impressive professionalism.
Clean and clear financials will empower you to make smarter decisions, feel in control, and seize growth opportunities. Others will notice your confidence as you speak about your business’s financial health. Building a strong foundation will allow you to achieve your growth goals and establish an admirable company.
The Momentum Growth package positions you as the business owner who is always one step ahead.
With advanced insights and professional support, your ability to grow steadily and strategically will lead you to the top of your industry. Budgeting support and quarterly reviews ensure you’re always moving closer to your growth goals. With less time spent on financial management and more time to focus on what matters.
