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At a Glance:
What to Expect
Free Consultation
Together we will identify what services are right for you and your business.
Client Set-Up
Review of Client Engagement Letter outlining scope of services and agreed upon rate.
We will cover what documentation is needed to clean up and review your financial standing.
Monthly Reports
Receive and Review monthly reports of your company's financial standing.
We are always here to answer your questions and help support your financial goals!
Peace of Mind
Take the burden of financial recordkeeping off your mind. We've got you covered!
Have a business or finance question but don't know who to ask?
Ask us!
Individualized Accounting Care
Start off
Strong
New business or established, we can help you get organized and prepared for tax time, growth, and your peace of mind.
Payments
(Accounts Payable)
We manage your invoicing and tracking ensuring you get paid for your work.
Maintain & Update
Falling behind on your books? We will get you back on track and keep it that way with continuous monthly reconciliation.
Payroll
Offering payroll services for both employees and independent contractors.
Streamline
(without overhead)
Offering full remote bookkeeping services from monthly categorization, reconciliation, monthly balance sheets, and Profit and Loss reports. All remote; no additional overhead for your business.
Bill Pay
(Accounts Receivable)
Don't worry about paying your bills, we can help track and record bills to vendors. Freeing up your time and knowing your bills are paid on time.
QuickBooks Online Cleanup
Whether you have a QuickBooks online account already, need one set up, or need a full transfer from another program to QuickBooks - we do it all.
Review & Analyze
With monthly reporting you will always be updated on where your business stands. Exclusive access to mid-year reviews allows you to go over all your business fin Wachob Financial. Covering the full scope of your financial well-being.
Advice
Have a business question but don't know who to ask? Ask us! We are here to help guide you in all areas of your business needs.
Comprehensive Tax Advising Session
The service you've been waiting for! In this session, we will pull together your entire financial picture, review business and personal tax realities, your business financials to date, and come up with a comprehensive financial plan for the year that will optimize your tax liability AND your wealth generation strategy.
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