Let’s Take Your Business To The Next Level

Our proven three-step method will take your business to the next level.

1

Account Assessment and Clean Up

If you want to be more organized, increase your profits and improve cash flow, we need to first set your foundations. Here we clean up your processes and procedures, and if needed, we implement new ones to ensure optimal data quality as you move forward in running your childcare center.

2

Monthly Bookkeeping

Now that your foundations have been laid and your books are cleaned up and organized, we are ready to hit the ground running with monthly bookkeeping services which includes: recording and categorizing all transactions into your software, reconciling your bank and credit card accounts and payroll journal entry.

3

Accurate Reporting

This is the step where we dive further into your business’ financials by providing you with accurate and timely monthly reports. You will receive guidance as to how best to interpret your numbers and gain clarity as you make decisions for the growth of your business.

Additional Services

If needed, we can add these additional services to meet your needs:

Clean Up/Catch Up

Clean up messy books and ensure transactions are coded to appropriate accounts. Catch up files that are behind.

Accounts Receivable, Payable QBO Training

Now that QuickBooks Online is set up, let’s streamline your A/R and A/P workflow to fit your unique business needs with our 3-part training.

Setup QuickBooks Files

New company set up including connecting bank account/s and credit card/s so transactions seamlessly feed into the software.

Why it works

Our three-step methodology works because it takes a holistic approach to your business. Since we focus on helping real estate investors and child care centers, we know the ins and outs of what is needed to strengthen your business. We have seen the bumps that come up along the way and are ready to get your business over them and to the next level.

Book a strategy session