We’re proud of the processes that we’ve created to ensure our ability
to deliver high quality work.
Two staff members are assigned to each client: a Preparer and Manager. This ensures that all transactions are being recorded properly, and more than one of our team members is familiar with your books.
A customized Client Checklist is created to be sure that all accounts are being reconciled according to your needs, and the statements are ready for your tax preparer.
Secure limited access (or view-only access) is set up with your financial institutions, which is an important procedure for both internal controls and fraud prevention.