How It Works
Discover how our tailored process supports your success.
Contact us to schedule your initial consultation. This first conversation allows us to understand your needs and explain how our specialized services can streamline your equine business’s financial operations.
We conduct a comprehensive assessment of your current financial and bookkeeping systems. This step helps us identify any gaps and understand specific areas where our services can bring improvements and efficiency.
After determining your needs, we create a detailed service agreement. This document outlines the services you’ve chosen, the scope of our work, and our commitments to your business’s financial health.
We will set up your accounts to integrate seamlessly with your existing financial systems. This step includes configuring software and ensuring that all systems communicate effectively.
Choose from a quarterly service plan or 3 monthly plans, tailored to your business needs.
You will receive detailed monthly or quarterly reports. These financial statements and analyses provide a clear view of your business’s financial status, explained in terms that are easy to understand.
Each month or quarter, we meticulously reconcile your accounts with bank statements to ensure accuracy and consistency. This process is crucial for maintaining accurate financial records.
As tax season approaches, we prepare and organize all necessary documents and strategies for efficient filing. Our goal is to ensure you meet all tax obligations while maximizing potential benefits.
Enjoy continuous support through our tailored business consulting services. We provide insights and strategies specific to the equine industry, helping you make informed decisions that foster growth and success.
Looking for help with something not listed? Contact us today – we can also assist with a variety of administrative tasks to keep your equine business running smooth.