Start Up – save time, money & hassles

Avoid fiscal year end surprises or trust audit challenges by getting the start up done right.

Nancy will work with you to customize the best start up system for your firm’s unique accounting needs. While recordkeeping can be made easier with the right accounting software, it does require experience to properly customize it. Also, reports will be misleading if the software and data entry are not properly set up from the beginning.

With Nancy’s assistance, you will spend less time on the management of your accounting and more time with your clients or family. Plus, you will have peace of mind knowing that the system in place is right for your firm.

Enjoy higher efficiency and less staff frustration through clearly defined policies and procedures — wouldn’t that be like a breath of fresh air?!