Well, it depends on the package you have chosen and your specific needs.
Bookkeeping: For our bookkeeping plans, typically when you get an invoice or receipt you upload it to us through one of our recommended easy-to-use apps, the software program also syncs with your bank/credit cards to download bank and credit card transactions. We then complete the processing required saving you time and money and allowing us to provide a higher level of service that will help you focus on what you do best (your business!).
Year End and Tax: You receive our custom checklists via email that request the specific items we need to get started. You will be able to comment and upload items directly to the checklist. You can also create a client portal to access current and past checklists right from our website. Once you have uploaded the requested items or commented, you then mark the item as complete. The work is then deployed to our staff and we can get started on your year-end processes. We will then be in touch on any additional items as they come up.
Once your year-end is drafted, we will review it with you, over a video call with screen share, or at your option we can complete a first review over pre-recorded video. You will then have the chance to ask any questions or voice concerns and share what your current goals are. We then can use this information in formulating a tax plan/strategy that is specific for you. We also will share guidance and tips on how to use your financials to make better decisions in your business. Once, the final version is confirmed, you will sign off electronically and we will file your returns.
We then will generally reach out bi-annually to see how operations are doing in comparison to the plan in place.
Other Services: Can be provided and will likely follow a similar flow to the explanations above.