Because this site is under the direction of a CPA, We follow the standards of the American Institute Of CPAs (AICPA). All matters are held confidential.
(In order to qualify, your business must have been in existence for at least 1 year.)
Step 1:
Send us your most current financial statement (balance sheet and profit and loss). Or send us your current budget along with a current beginning balance sheet (the balance sheet should coincide with the beginning of the budget).
Step 2:
We will commence the first draft. You will be sent a PDF file of the first draft reports.
We will have an online meeting of up to one hour to discuss the first draft.
Step 3:
We will forward you a list of the additional information we need in order to provide you with the second draft.
Step 4:
After we receive the requested information we will prepare a second draft of the reports.
We will have a SECOND online meeting of up to one hour to discuss the second draft.
Step 5:
We will complete the process and send you the final reports. We will have a Final online meeting of up to one half hour to discuss the final draft.
5 Step Process
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