Our 5 Step Process

All information is under the direction of a CPA and is held in the strictist confidence. If you have any concern we will be more than happy to sign a non-disclosure agreement.

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 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.