1
Collect Support
We begin each period by collecting all of the info we need, and work with your team to get additional context when required.
2
Record the data
Our team then categorizes and reconciles your data to ensure all of the periodic activity is recorded in the right places.
3
Prepare Reports
Once the data has been accurately recorded, we use it publish your financial statements and update any custom dashboards.
4
Financial overview
The final step each month is a review of all of your financial information to give you a clear picture of how well your business is doing.