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Technology and Workflow

We know that evaluating technology and setting up bookkeeping processes can be overwhelming.

Whether you need a new system setup, a conversion to QuickBooks or

an analysis of your workflows, we can take the pain out of the process.


Let us develop a customized plan for you based on your needs and your goals.



First, we meet to discuss your specific needs and goals. Then we recommend the best technology solution for you:

  • Easy to use

  • Meets your current needs

  • Will grow with your business


Only after the plan has been carefully prepared and approved by you does implementation begin.

We will work together to make sure the transition goes as quickly and smoothly as possible.

Training and Support

Next we will train you and your staff on how to efficiently use your new accounting system. 


That's not the end! Because we want you to be successful, follow-up support is included. We are here to help you get off to a good start!

"Wendy adapts well to all types of clients and is extremely outgoing. She is very good at problem solving and has an in depth knowledge of accounting and financial processes. Wendy has an strong understanding of accounting software (Quick Books) and is very analytical and organized. She works well on her own and you can count on her getting things done!"

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