We assign a senior bookkeeper to manage the interaction and oversee each client engagement. The senior bookkeeper works with the client to develop a customized plan and calendar to streamline and automate the items that need to happen in the background.

This includes recommending and setting up third party applications, which are included in our cost.

We then work with the client on implementing the plan and, each day, week, month, or quarter, we execute on the plan, allowing the client to focus more on growing their business rather than their back office function.