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1940 Duke Street, Suite 200

Alexandria, VA 22314

phone/fax 703.570.4110

Washington DC, New York City, Los Angeles, Chicago, Dallas, Houston, Philadelphia, Miami-Fort Lauderdale, Atlanta, San Francisco, Detroit

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They may not know how to structure their financials to map to their business or they simply may not understand the operational impact of choosing the right software. Our book-keeping service includes 3 key differentiators with the fundamental goal of creating a routine system for managing the finances of our clients.​

1. MONTHLY REVIEW: Timely reporting on a monthly basis is critical. Principals of the firm will team with our book-keeping advisory team to review the monthly financial packages with our clients to ensure accuracy and complete alignment with our client’s operations.

2. “BIG PICTURE” APPROACH: Our expectation is that our book-keeping advisors understand the importance of what they do for our client and how it impacts the “Big Picture”. All of our advisors have a business acumen that can help establish best practices to integrate into our client’s financial routine.

3. CUSTOM INTERACTION: We customize each client interaction so that our advisors are either on-site or remote depending on our client’s operations, software, and time commitments.

Because an effective book-keeping strategy is really the financial pulse of a business, we are confident that our approach will eliminate a lot of the stress associated with figuring out how to create regular financial routines that are relevant to the business.

We've found that companies perform better when they adopt appropriate tried-and-true Best Practices. For most companies, bookkeeping is an area of their business that is deficient in so many aspects for so many reasons and is a “necessary evil” (more evil than necessary). An effective bookkeeping approach is often overlooked because business owners don’t understand the importance of good financials.