Dedicated to your success and prioritizing your vision for growth
We understand that every client is unique, and their financial needs differ. Our approach involves crafting customized solutions.
Your business objectives are the compass guiding our actions. Our approach is laser-focused on aligning our efforts with your strategic goals.
We believe in responsive collaboration. As your goals evolve, so do our strategies.
Click the "GET STARTED" button below. You will be prompted to create an account in our client portal. Please select the services you are interested in: bookkeeping, tax preparation, or remote online notarization. Depending on your service selection, series of basic questionnaires designed to understand your unique business requirements will be sent to you for completion. Once completed, we will reach out to you within 48 hours to schedule a discovery call, allowing us to familiarize ourselves with your business and work style to ensure a seamless fit.
Please note that the portal is encrypted via Secure Socket Layer (SSL) and working within the portal provides security and protection of your data.
Based on our initial assessment, we will craft a customized proposal tailored specifically to your business needs. If you find the proposal satisfactory, you can give your approval by e-signing the letter of engagement. To initiate our services, we will request your first payment.
For bookkeeping services, all books must go through a paid diagnostic review. This thorough analysis will enable us to identify areas that require attention and provide you with a detailed report, including recommendations and an estimate for the cleanup project. We encourage you to leverage this report even if you decide to explore other firms.
Once you sign the engagement agreement, our seamless onboarding process commences. You will receive a secure login to our portal, where you can conveniently upload documents and access your engagement letter. We rely on our clients to promptly upload bank statements, credit card statements, loan documents, and respond to our queries regarding your business transactions. This enables us to deliver timely and accurate financial reports, keeping you informed of your business's financial health.
Once the strategy is finalized, we seamlessly integrate it into your existing systems or set up new, efficient processes. Our team ensures a smooth transition, minimizing disruptions and maximizing the benefits of the new financial framework.
Transparency is key. We provide clear and concise financial reports, keeping you informed about the health of your business. Regular communication ensures that you are always in the loop and can make informed decisions confidently.
Owner
"I've had the privilege of being a client of Consalt Acounty for several years, and I can't speak highly enough of their services. The team's expertise in financial matters is truly exceptional, and their personalized approach sets them apart."
Smile Founder
"Acounty's financial assistance has been a game-changer for me. Their knowledgeable team provided me with expert advice and tailored solutions that perfectly aligned with my financial goals. I've never felt more confident about my financial future."
Financial Analyst
"I've been working with Acounty for years, and their commitment to innovation is evident. They stay up-to-date with the latest financial tools and trends, making managing my investments a breeze. Their dedication to client success is unparalleled."
Navi Founder
"Acounty's digital platforms are a lifesaver for someone like me, always on the go. Their user-friendly apps and online resources make it easy to keep track of my finances and make transactions. I appreciate the convenience and security they offer."
Smile Founder
"Acounty's attention to security is impressive. As someone who values the safety of my financial information, I trust Acounty to keep my data protected. Their encryption and security measures give me peace of mind."
AUX Developer
"Acounty's technology-driven approach has truly transformed my financial experience. Their advanced tools and resources help me make informed decisions and plan for the future. I'm grateful to have Acounty as my financial partner."
AUX Founder
