Business Vision Package

The perfect plan for business owners who want to focus solely on their business and leave the bookkeeping to us.

As a business owner, you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits!
We do it all.

You scan your source documents, which are automatically uploaded to your custom designed virtual filing cabinet and we take care of all of your bookkeeping needs.
We’ll design a program that’s right for you.

During the implementation phase, we study your processes and create an operations manual that details how your business processes should run. This standardization will build the foundation for your future growth.

On a daily, weekly and/or monthly basis, you simply: Scan and upload all source documents, such as deposit slips and vendor invoices. Our proprietary process makes it easy.

We’ll do the rest:

  • Maintain accounts payable
  • Track A/P due dates and pay bills
  • Prepare payroll
  • Record deposits
  • Monitor cash flow
  • Reconcile your bank account
  • Generate weekly flash management reports:
  • Cash balance, A/P, A/R, Credit line availability
  • Income Statement
  • Balance Sheet

These tasks form a truly solid foundation for your small business accounting system. You can also customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.

  • (973) 466-1663

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