Advanced qualifications:

• Multiple banking accounts and/or heavy transaction volume
  
• More than 2 credit card accounts with multiple cardholders
• Multiple loans or lines of credit
• Specialized accounting needs such as inventory tracking, multiple locations, custom reporting

We work with you to establish access to your banking and credit card statements

We work with you to determine a schedule of tasks and duties

We'll make sure everything flows to the right buckets. If we have questions, we'll be in touch

Up to 1 hour of Q&A each month*

*More Q&A or consulting assistance available for an additional fee