Discovery call with Lowell Lane
FAQS
We use a flat rate fee per month. We can talk about your specific business needs and figure out how we can best serve you.
We are a QuickBooks Online ProAdvisor. We work remotely, or we can set up in person meetings to help you better understand your bookkeeping. We utilize cloud based software for easy and secure document uploads and transfers.
We analyze and record all of your business transactions through QuickBooks Online to compile monthly financial statements such as P&L and Balance Sheet.
What if I need a more frequent schedule than monthly?
We are here to serve you. We can meet more often to meet your specific business needs . We can even provide weekly cash meetings to help you optimize your cash flow.
We need your bank statements every month. We are able to setup your bank statements to automatically synch with QuickBooks Online. You can also send us your documents if you prefer. We use secure cloud based software and email for document delivery.
Our goal is to provide you with your monthly financial reports by the 10th of the month.
We can provide clean up services to catch up or correct your records. We will be glad to discuss the details for your specific situation.
We have several resource partners to prepare your tax return.