(224) 801-4316
Fill out the questionaire
Fill out the questionaire
First we will have you fill out a questionnaire to get to know you and your business. This way we are able to create a customized approach for each client.
Sign a bookkeeping contract
Sign a bookkeeping contract
Next we will have you sign our bookkeeping contract and send it back to us!
Submit the necessary documents
Submit the necessary documents
Then we will ask that you submit the necessary documents to us via email so we can get to work creating your books.
Receive your financial statements
Receive your financial statements
We will send your financial statements (profit & loss, balance sheet, cash flows) in a timely manner.
Make important decisions & prepare for taxes!
Make important decisions & prepare for taxes!
Using your financial statements you can now make important management decisions for your business and make preparations with your accountant to file taxes.