Resources

We want to provide you with the tools to make your business successful! Check out our list of helpful tools we use every day to manage our clients financials.

Complimentary QuickBooks Review Button

Here's How It Works!

  1. Fill out the form at the bottom of our Contact Us page.
  2. We'll ask that you invite us as and Accountant User to your online file.
  3. We will perform a 5-point inspection of your file including:
    • Chart of Accounts Review
    • Profit & Loss Review
    • Balance Sheet Review 
    • Transaction Review
    • Reconciliation Review
  4. After we will provide you with a roadmap to fix any issues we find or offer you an estimate for our solutions.
  5. BONUS - We will include personalized tips and tricks on managing your books going forward!

E-Books

INFOGRAPHS

Declutter Your Back Office - FORTIVITI
Evolution of Your Accounting Needs