How it Works
Our process is designed to simplify the complexities of financial management, empowering businesses and individuals to take control of their finances with ease. If you have any questions? We are always a call or email away.
Our Process
Onboarding
It’s very easy to get started. We will setup a call to talk about your business and whether AccuLedgers would be a good fit. Once we have a thorough understanding of your business, we will set you up with the perfect plan.
Tailoring
We will tailor our bookkeeping approach to fit your business, your goals and your strategies. Because we know that your business is unique. We integrate with how you do business and your bookkeeping team fits in where needed.
Fine Tuning
We will review your bookkeeping processes and double check the numbers. Our team will make suggestions about how to increase efficiency and streamline your operations. You will benefit from regular updates and feature enhancements to keepyour bookkeeping experience cutting-edge.
Each month
Bookkeeping
At the beginning of each month our team will collect any required financial documents. Bank and credit card transactions will be automatically imported, categorized, and subsequently reconciled for all accounts.
Guiding
Following the initial month, our team will possess a comprehensive grasp of your business, requiring minimal input on a month-to-month basis. As we execute the monthly tasks, we will provide guidance on essential proactive measures.
Reporting
After finalizing your records, we will conduct a thorough review of the figures. We will produce all the necessary financial reports, and subsequently, we will notify you that everything is prepared for your review.
Ready to get started?
Let us handle the intricacies while you focus on what matters – growing your business.