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Is your financial future foggy?

Bookkeeping goes far beyond being prepared for tax season. Without quality bookkeeping your future can be very foggy. Take a look at the photo above. When crossing this bridge you can only see what is immediately in front of you. It is impossible for you to plan out your future because you can only guess what lies ahead. What if you had a way to be able to see further into the future? The Cornerstone Bookkeeper clears away the fog allowing you to have financial clarity and make informed decisions.

 

Benefits

Online & Easy - Accessing the information you need, when you need it has never been easier. With cloud based accounting software you will be able to monitor your financial position anytime, anywhere.

Insight Into Your Firm -  Quarterly consultations and reporting keeps you informed on how your firm is performing, and provides you with the information you need to make informed decisions.

Project Management Adviser - Workflow Max is a cloud based project management system that allows you to track your time and your jobs, as well as the profitability of those jobs, your usage rates, and much more.

Dedicated Adviser - We are here to make you successful. By phone, e-mail, or video, we're just a call or click away. I will respond to you within 24 hours. 

Every firm has unique needs. Here at The Cornerstone Bookkeeper we don't offer a one size fits all bookkeeping and financial planning package. We take the time to find out what your firm's needs and desires are and then customize the services that will be performed in order to effectively reach your goals. With that said, the biggest benefit that The Cornerstone Bookkeeper offers is communication. We take pride in the premium service we provide and we take a proactive approach to learning your small business's individual needs so that we can build a system to accomplish your firms goals.

Services

Standard Services:

  • Xero or Quickbooks Subscription and Setup

  • Transaction Categorization

  • Bank Reconciliation

  • Preparation of Financial Statements

  • Quarterly Consultation

  • Phone, Email, and Video Support

  • Document Management Service

Additional Services:

  • Project Management Adviser (Workflow Max)

  • Billing (Invoice Clients)

  • Project Tracking (Track Income & Expenses to Projects)