What is included in the Set-up?

All licenses and tech set-up for your Complete Controller secure accounting desktop including the QuickBooks program which is fully supported and updated annually at no additional cost. Gathering of critical source documents, verification of the balance sheet, establishing communication with vital team members including the Tax Accountant, and calendaring important financial dates to your business. Meetings and briefings as necessary to fully understand the nature of your accounting, recommendations for best practices, streamlining systems and processes, establishing needed peripheral services, and advising on what steps to take to meet your financial goals.

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