Outsourced Bookkeeping & Advisory Services

That Empower Informed Decisions

How We Do It

We’re Tech Savvy & Virtual

  • We use and know how to optimize your accounting back-office with QuickBooks Online, Xero , or Sage Intacct and other integrated apps.

  • We use the latest cloud-based technologies to handle your books securely.

  • We virtually interact with clients on a regular basis via Zoom & Slack for client meetings, coaching and consulting sessions.

  • We provide secure file sharing portals to share documents.


We Have a Proven Monthly Bookkeeping System

  • We establish a collaborate partnership with clear expectations up front.

  • We have assigned team members dedicated to each client account.

  • We record financial data on an on-going basis and close the books each month with a systematic and efficiency-focused approach.

  • We record and reconcile:

    • All balance sheet accounts

    • Sales

    • COGS

  • We use automation tools to assist in timely, consistent and accurate data.

  • We monitor you ledgers and constantly are on the look-out for abnormal transactions and improper accounting practices.

  • We optimize your Chart of Accounts on a routine basis, to ensure data is organized in the most financially informative manner. (i.e. Sales Channel profitability, Expense Classification, etc.)

  • We keep thorough notes, documentation and journal entry support.

  • We review your expenses each month to ensure validity and proper classification.

  • We prepare customized financial reports for your business, highlighting KPI’s and other notable items.

Our Advisory Services Empower

  • We prioritize profit FIRST, ensuring smarter money management & long-term profits.

  • We focus on enabling generational wealth.

  • We seek to optimize your financial processes and advise on best practices.

  • We ensure your accounting processes and internal operations are in alignment.

  • We ensure your accounting is in line with GAAP standards.

  • We monitor your financial activity and sales channels to collect daily financial insights.

  • We reverse engineer your cashflow cycle to implement profit-focused strategies.

  • We perform cash flow forecasting and budgeting to strategize your finances and growth.

  • We prepare and analyze your financial statements.

  • We assess financial risks and implement risk management strategies.

  • We develop and implement financial strategies to align with your financial goals.

  • Other advisory services, as needed.

We Coordinate/Collaborate With Your Team Of Experts

  • Income Tax

  • Sales Tax

  • Auditors

  • Legal

  • Others on your financial team

Building A Strong Foundation Is Crucial

You’d be surprised just how many businesses fail because they are solely growth-focused and not scalability-focused. Growth that has no proper foundation to stand on, is not sustainable. If you can’t get your data right and have it readily available, you will not be empowered to make informed decisions or implement effective strategies in your business. Don’t worry, we’ll help set the foundation and build it right.

During The Month

Don’t worry, we will sync your bank and credit card transactions and record your activity throughout the month. We are available for questions and consultation anytime too!

At Month End

Enjoy the feeling of clean, accurate and timely books without having to do them yourself. Your dedicated bookkeeper will diligently close your books every month, ensuring timely delivery of your financial reports on a guaranteed schedule so that you can make better business decisions.

FAQs

  • Yes. Our bookkeeping engagements require a 30-day notice for cancellation. CFO services, however, can be cancelled at any time.

  • We conduct our bookkeeping & advisory services in a 100% virtual environment, utilizing communication channels such as email, phone, Slack, and video conferences to engage with clients.

  • Both platforms are amazing, but the choice is yours. Both systems have similar formats and offer integrations with many other software platforms.

  • We pride ourselves on being a fully-remote firm and foster work-life balance for our team! Moreover, our ability to hire team members globally is a key factor in attracting top accounting professionals.

  • Our Onboarding Process occurs in three phases to ensure success - Quick Setup, Building the Foundation, and then Establishing a Rhythm. First, we will get up and running with your systems in one week. Then, we’ll perform a review of your existing accounting set up and practices and operations, and work toward improving those processes and fine-tuning accuracy. Then, we will lean into a rhythm of meetings and financial updates that works best for your needs and our partnership.

  • Our cloud accounting solution utilizes 3rd party cloud-based financial software. Firstly, the client must agree to use either QuickBooks Online, Xero or Sage Intacct as their main accounting system. The client must assign BBB as an administrative user to their accounting system. Our tech stack includes Bill.com for Accounts Payable, Gusto for Payroll, and Expensify for expense reporting.

  • We prioritize the security of your personal information, implementing measures to restrict access from unauthorized users. Client usernames and passwords are safeguarded through our encrypted LastPass Enterprise password vault. Unless otherwise specified, we deliver data and reports to clients via email. Additionally, we use HubDoc to securely receive essential bank and credit card statements for our work.

  • Most of our clients need a little bit of cleanup when they first join BBB, especially if books have been neglected. If that is the case, we will communicate with you about the estimated time for recommended cleanup. It is billed at an hourly rate.

  • The goal is for you to SCALE your business, even if you are just starting out. Our packages and services are set-up to be able to scale with you. It doesn't matter if you need extra support in 6 months or 3 years. We're ready when you are.

  • Our services are structured so that they can build on top of one another and seamlessly work together. If you desire CFO or Advisor services in addition to normal monthly accounting services, these are designed to be easily adjoined. In order for Advisory and CFO Services to be effective and informative, real-time data is NECESSARY. As such, our Advisor & CFO packages can only be added onto Premium Bookkeeping elections.

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E-commerce is complex and very few accountants & bookkeepers know it well.

Books Better Kept = Business Better Built = Better Bottomline $$$

Books Better Kept = Business Better Built = Better Bottomline $$$

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