How It Works

1. Tell Us About the Matter

Contact us and tell us what kind of accounting assistance you need.

We make the accounting process as straightforward as possible.

2. Gather Your Records

We will provide a list of the documents and financial records needed for your accounting.

3. Accounting Preparation

We organize, review, and reconcile the financial information and prepare the applicable accounting work.

4. Review & Next Steps

We review the completed work and help you understand the next steps.

  • Bank statements

  • Investment statements

  • Previous accountings

  • Beginning inventory

  • Credit report

  • Expense records

  • Property information

  • Asset purchase or sale information

  • Relevant court documents

Records We May Need

The records needed will vary depending on the type of accounting and the circumstances of the matter.

Request Assistance