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Our Work Flow

Our Work Flow Process
  • Step 1: The process starts with you sending us scanned documents through our secure and safe Sharefile portal. There are multiple formats in which you can send us relevant documents.
  • Step 2: Once we receive the documents through ShareFile, our professional bookkeepers will start to enter data in our accounting software. Once relevant data is entered into the software, our staff will review the information.
  • Step 3: Once data is entered into the software, our CPAs will review if the data is entered in correctly, and make changes if needed.
  • Step 4:  Once the review is done, final books are transferred back to your server via ShareFile.

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