Our Process

Meet Your Team Of Experts

We are your dependable one-stop source for all your bookkeeping requirements. Upon contacting us, you will be introduced to our team of experts who will specifically focus on you and your company’s needs. Every business is unique, and your business objectives may change over time, so we have the flexibility to expand with you as your business grows.


MEET OUR TEAM
1

In-Person Consultation

We care about you and your business’s financial objectives. When you work with us you not only get high-quality bookkeeping and support dedicated to helping you be successful, but we will also learn and understand your current technology systems to help coach your team through your pain-points and help boost your business’s bottom line. During your in-person consultation, we will get to know you and discuss a customized approach to help you clean-up, manage, and grow your business. We will build customized solutions to get you where you want to be.


VIEW OUR TESTIMONIALS
2

Complete New Client Paperwork

Now that we know you and what your business is seeking, we will work with you to complete new client paperwork and introduce you to our software. We will transfer old books, previous tax returns, bank statements, and payroll service connections so everything is managed conveniently in one location. This gives us the information we need to give your business a solid foundation.

3

Develop An Action Plan

After our initial consultation and onboarding, we will develop a customized action plan to get your books up to date and in compliance, and get your business on track to succeed. Plans can be as basic or as customized as you desire. Not only will we listen to your current issues and identify solutions for them, but we will also provide insight for areas of opportunity you have not thought of before. We can help you understand where our expertise is needed and work with you to build a strategy for victory.


VIEW OUR SERVICES
4

Testimonials

girl holding large star for testimonials

*Disclaimer: customer referred to an employee at CBK

Let Us Handle The Rest

we handle the rest our process number 5

Once your action plan is in place, we handle the rest. We will manage your books and help you grow your business with ongoing monthly reporting, compliance, and financial analysis. You can also expect to see regular management reports at the end of each month, quarter and year-end with supporting documents.

Contact Us

Contact Us
$385K
$15K$750K
$385K
$15K$750K

*This tool is used to help us gain a basic understanding of your business and does not determine the cost of your monthly services. To get a more detailed quote please visit our Pricing page.

cloud-bookkeeping-footer-deskitem

Contact Us

Contact Us – Mobile
$385K
$15K$750K
$385K
$15K$750K

*This tool is used to help us gain a basic understanding of your business and does not determine the cost of your monthly services. To get a more detailed quote please visit our Pricing page.

cloud-bookkeeping-footer-deskitem
cloud-bookkeeping-footer-deskitem-mobile-01