Self-Service Bookkeeping​

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The 3-Step Process

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Discovery Phase

 

We will sit with you and review your business needs, pain points, and goals.

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Define Solutions

 

We will take a deep dive into your business processes and systems. Set you up on Xero or QuickBooks Online and Bill.com. We will provide you with the training and tools you need to do it on your own and succeed.

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Service Plan Sign up

 

Depending on the service plan you choose, we'll review the transactions you have entered and ensure your business is running efficiently.  

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