Our bookkeeping service works on a simple 3 step process. Our 3 step process is quick to setup and works wonderfully well.

You send all your transaction details such as bank statements, credit card statements and invoices to us. You can send it through Drop box or Google drive. Alternatively, you can also post your documents to our Pittsburgh, Pennsylvania office.

We will enter and classify all your income, expenses and payroll information. We will also reconcile your bank and credit card statements. Finally, we will prepare your reports such as profit/loss statement, balance sheet, cash flow statements and other financial reports specific to your needs.

We will send your accounting reports every month or as soon as they are ready. We will also send you all the useful notes and review comments. If required, we can also co-ordinate with your CPA and send all the reports direct to them. We will also handle any queries from your CPA.

What accounting software we use?

We primarily use QuickBooks or Xero accounting software for bookkeeping. We use both cloud and desktop versions of QuickBooks. Our bookkeepers are certified as QuickBooks Pro and certified by Xero. We are also comfortable with many other software and we use them based on the requirements of our clients. Here is the list of software that we use for our clients

• QuickBooks
• Xero
• MYOB
• Yardi
• Rent manager
• Sage
• TaxCalc
• Iris
• Oracle
• SAP
• Kashflow
• Hansa
• Digita
• CCH
• Mamut
• Microsoft Dynamics Navision
• Financial Edge
• Many more

How to send your information to us?

• Store them online and give us access (example: Drop box, Google drive) (or)
• Send them via email (or)
• Store them in a folder in your computer and give us remote access (or)
• Post the documents to our Pittsburgh, Pennsylvania office

What documents do we need?

• Bank statements
• Credit card statements
• Receipts/bills
• Invoices
• Purchase orders (if any)
• Delivery notes (if any)
• Any other relevant documents

How to get started?

• Contact us with your requirements via phone or email
• We will understand your requirements and give a price quote
• You approve our agreement paperwork
• We are now ready to start serving you