How It Works

We've designed our process to be simple from day one.

Our Process

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Discovery Call

In our first conversation, we learn about your business, your industry, and your specific needs. This helps us understand what you're looking for and how we can best serve you.

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Onboarding

We handle the technical details. You just provide access to your accounts and documents. Within days, we're connected to your systems and ready to work.

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Initial Cleanup

We dive into your past transactions, reconcile every account, and categorize everything properly. You'll have a clean slate and accurate financial records you can rely on.

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Ongoing Work

Every month, we handle your bookkeeping before you even think about it. You get clear reports that make sense and you always know where your business stands.

Our Core Services

Monthly Bookkeeping

Categorizing transactions, reconciling bank and credit card accounts, and maintaining accurate records throughout the year for tax preparation.

Bookkeeping Cleanups

Correcting past transactions, fixing classification errors, and bringing accounts current when records have fallen behind or contain mistakes.

Payroll Management

Processing pay calculations, handling tax withholdings and deposits, and filing quarterly and annual payroll tax returns.

Jacksonville's Small Businesses

Who Is This For

You're great at what you do. But bookkeeping? That's time away from serving customers and growing your business. You need those hours back.

We serve Jacksonville area entrepreneurs who want their finances handled right. Simple, accurate bookkeeping that gives you clarity and confidence to focus on what matters most.

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The Worst Part Is Putting It Off Another Month

Join the many Jacksonville area business owners who stopped stressing about their accounting. Get a quick quote. Book your free consultation call today.

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