Align Your Financial Goals and Accounting Strategy

Let us handle your accounting and taxes so you can focus on what you do best.

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Our Process

Getting you setup will be an easy process. Whether it is getting you on the latest software or ensuring your book-keeping is up to date, we strive to make this hassle-free.

01 Discovery

Book a complimentary Phone or video session, explaining your issues and learn about how we can help. We will discuss package options and give you a firm price.

02 Customized Service Package

Our team will prepare customized service packages for you to choose from based on your needs identified during the discovery stage. We will also discuss tax deadlines, best practices and actionable items for the year.

03 Onboarding

This is where we set things up for you –
1) Set up your company and register with government agencies (if required)
2) Hook you up to the accounting software.
3) If you choose to do the book-keeping we will give you a training session. If you prefer to be hands off when it comes to book-keeping and leave it to us than that is completely fine with us.

04 During the Year

1) During the year we will be reaching out in regards to any deadlines and filings.
2) Feel free to reach out to us if you have any queries during the year.