Innovative Accounting

• Monthly Bank & Credit Card Reconciliations
• Personal Expert QuickBooks ProAdvisor Bookkeeper
• Onboarding & Basic Staff Training
• Monthly CPA Review of Accounts
• Monthly Basic Financial Reports
• Quarterly Financial Packet including Financial KPIs & Executive Summary by CPA
• Everything in Starter Package +
• Annual Tax Strategy Review with Client before Year End
• Year Round Tax Strategy & Planning with Custom Tax Dashboard
• Monthly Financial Packet including Financial KPIs & Executive Summary by CPA
• Quarterly In-Depth Financial Analysis Report
• Optional Quarterly Virtual Meeting with CPA to Review Financials
• Everything in Standard Package +
• A Team of Expert QuickBooks ProAdvisor Bookkeepers
• Weekly Bank Transaction Posting
• Optional Monthly Meeting via Zoom with CPA to Review Financials
• Monthly In-Depth Financial Analysis Report
• Receipt Bank/Dext (mobile receipt documentation) & Posting by Bookkeeper
• Advanced Cash Flow Forecasting
• Additional In-Depth Year Round Budgeting, Forecasting, & Planning
• Internal Control Review, Development, & Yearly Audit
• Bill Pay & Invoice Management
• Customized Accounting Services Based on Client Needs

° ° ° Why Choose Us ° ° °

We believe that innovation is happening all around us, all the time, and we take advantage of the technology that is out there in order to provide a better experience for both our clients and our employees We are a fully virtual accounting company that is not tied down to outdated procedures or geographical location which allows us to offer reasonable prices with exceptional services

We are based out of Lexington, KY, but we work with clients all over North America We value training and constantly look for ways to better our staff in the field of accounting, bookkeeping, and tax strategy, which allows us to continually provide superior services We know that compliance and data entry are necessary, but we also realize that we are in a perfect position to be the advisors that small businesses need to succeed and take their business to the next level

Integrated Services for Success

Tax Savings & Confidence

Ongoing Support & Partnership