The first step is a complimentary Business Accounting Discovery Meeting (up to 20 minutes) to discuss your accounting needs, learn more about your business, and determine the appropriate next steps.

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An Accounting Diagnostic Assessment evaluates the condition of the accounting records to help determine the appropriate scope of work, identify accounting conditions requiring attention, and recommend next steps based on the business's accounting and financial reporting needs.

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If your accounting records are incomplete, disorganized, or behind, important business expenses or reportable income may not be fully reflected in your books. Bank and credit card accounts may also be unreconciled, making it difficult to rely on your financial statements for business decisions or tax preparation.

Our Accounting Cleanup & Stabilization Services can help bring your records up to date. We review, record, and reconcile bank and credit card activity, address accounting discrepancies, and organize your records to help establish more complete and reliable financial information.

Depending on how far behind the records are, Catch-Up Accounting Services may also be needed as part of the cleanup process.

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Yes. As part of our ongoing Business Accounting Services, including Fractional Controller & Financial Oversight when appropriate, we can provide senior-level accounting guidance and support to your office or accounting staff.

Because source documents and operational records remain with your business, we work with your staff to help maintain complete and organized accounting information. We can also assist with financial statements, reconciliations, and supporting schedules needed for tax preparation, CPA review, or external audit.

Our services are tailored to the accounting needs of each business.

For startups and smaller businesses, services may include bookkeeping, recording and reconciling bank and credit card activity, and maintaining organized accounting records.

For businesses with more complex accounting and financial reporting needs, we can provide senior-level accounting support, including balance sheet reconciliations, month-end accounting, and reliable financial reporting.

For businesses requiring higher-level accounting support, we can provide Fractional Controller & Financial Oversight Services, including financial reporting oversight, accounting process improvements, operational accounting guidance, and support for internal accounting or office staff.

The specific services provided are based on your business's accounting needs and the agreed scope of work.

Yes. We provide remote Business Accounting Services, allowing us to work with businesses outside Arizona when appropriate.

While we primarily serve businesses throughout Arizona, services may also be available to businesses in other states, depending on their accounting needs and the scope of services required.

We can discuss your business's needs during a Discovery Meeting to determine whether our services are a good fit.