During onboarding:
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You will have a virtual meeting with your dedicated accountant to:
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Discuss specifics of your business operations, set up your accounting software, structure your accounting ledger, and connect bank accounts, credit cards, and apps to the banking center.
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Enroll your business in automatic bank statement uploads and set up payroll if applicable.
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Review app integrations tailored to your unique business automation needs.
After onboarding:
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Your bookkeeping is performed on a regular monthly schedule and your accounting will undergo task automation in the process.
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You will only need to respond to transaction questions, upload requested documents, and receive monthly management reports all from within the software.
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Schedule follow up virtual meetings or phone conferences, as needed or by request.
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We are committed to being on time, on task, and accessible to your business.
Onboarding
At KNACKACCT,
We believe that professional bookkeeping, accounting, tax, and planning services should be accessible to everyone. That’s why we offer fixed-price plans that are tailored to your specific needs, as well as a loyalty program that shows our appreciation for our valued clients.
Sign Up
Unlock the full potential of your business with our expert accounting, tax and advisory services. We invite you to schedule a complimentary 30-minute consultation tailored just for you.
In this personalized session, we will delve into the specific needs of your business, providing you with valuable insights into how our services can streamline your financial processes, enhance efficiency, and drive growth.
Don't miss this opportunity to explore the possibilities that can elevate your business to new heights.
Free Initial Consultation
Your Trusted Partner in Business Growth and Accounting Automation
Tailored
Accounting
Solutions
Taking your business to the next level with Accounting Automation
FLEXIBLE
PRICING
Don't be deterred by record keeping details, sales tax, payroll tax, inventory management, and A/R or A/P.
Choose one of our plans for your business that will:
o Maintain your business records accurately.
o Comply with legal and tax obligations.
o Support your current business operations.
Focus on your core strengths and what you do best. Allocate time to your business mission and operations.
STRATEGIC OPERATIONS
Managing your finances is a high priority. If you are in need of a cost-effective, expert approach to your business accounting, your search is over.
o Cloud accounting offers immediate access to your banking information.
o Business documents are transferred electronically to an easily accessible, secure document storage within the software.
o Manage business finances, operations, and inventory anytime, anywhere, on any device with a browser.
o Support and communication with your bookkeeper-accountant through video meetings, phone calls, text messages, or email is always available.
o Besides core business management reports, assistance is available for complex reporting and automation processes.
o If, in the circumstance that the necessary statements and documents are provided, by you to us, in a timely manner and all accounts are connected to the banking center, you will be prepared to provide your CPA or Tax Advisor with year-end accounting information accurately and on time.
WORKFLOW
IMPROVEMENT
We can assist in identifying, analyzing, and improving existing business processes to optimize performance, meet best practice standards or simply improve quality for your business.
o Fix cash flow issues o Reduce the costs of doing business
o Increase the speed of doing business
o Maintain compliance accurately
o Create a business with future value
o Reduce risks of an IRS audit
Experience That Counts:
With 29 years of experience in both For-Profit and Non-Profit sectors, we bring the expertise your business needs. Beyond monthly reconciliation, we customize and automate accounting systems to fit your unique business requirements.
Our Role:
This role is crucial in your business and includes, maintaining accurate financial records, recording transactions, monitoring automation, reconciling accounts, and preparing essential management reports. Comprehensive services cover accounts receivable, accounts payable, inventory bookkeeping, budgeting, payroll processing, sales tax, and income tax.
Our Goal:
We aim to assist clients in organizing financial data, automating processes, and delivering vital reports for informed decision-making, essential for achieving their business objectives.
Our Mission:
Our mission is to provide precise bookkeeping and accounting services, freeing up our clients' time for business focus, revenue growth, cost avoidance, and economic sustainability.
Our Objective:
Our objective is the long-term success of your business.
Opt for Knackacct, where financial excellence meets personalized service, forging a lasting partnership for the success of your business.
It is my pleasure to write this letter of recommendation for Priscilla Wolfe, an exceptional accounting professional with whom I have had the pleasure of working closely.
I did not know how valuable a capable bookkeeper could be until I worked with Priscilla Wolfe. As an accounting professional, she is highly skilled, diligent, and possesses a keen eye for detail. I have witnessed her ability to consistently provide accurate and timely financial reports, making them an asset to any company or individual who seeks their services. I am extremely busy, and her reports keep my bills on track as well as my tenants paying their bills on time.
One of Priscilla's most impressive qualities is her ability to communicate complex financial information in a clear and concise manner. She is adept at breaking down complex accounting concepts into simple
terms, making it easy for clients to understand the financial state of their business.
In addition to her technical skills, Priscilla is also a pleasure to work with. She is professional, courteous, and always goes the extra mile to ensure that her clients receive the highest level of service. I feel like I’ve known her for years. Overall, I would highly recommend Priscilla for any accounting needs. Her company is an outstanding accounting firm who would be an asset to any business.
Karen
I appreciate it Priscilla, it's a pleasure to work with you.
Have a great weekend,
Murat
Hi Priscilla,
Just thought I would let you know that since all of my books are now done in QuickBooks, the amount of time it takes to do my taxes has decreased from two weeks to just over one day. Thank you for getting me started.
Dale
United in Excellence
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