Smart Solutions.

Stronger businesses.

We combine accounting expertise with technology solutions to streamline your operations so that you can focus on what you do best —- growing your business.

bookkeeping and accounting services with unmatched accuracy

Outsource all of your financial operations to us.

WE HAVE YEARS OF EXPERIENCE PROVIDING PERSONALIZED ACCOUNTING SERVICES FOR YOUR BUSINESS.

WHEN YOU’RE READY TO STOP WEARING THAT ACCOUNTING HAT:

STEP 1.

You’ll schedule a free, 30-minutes consultation, answer questions, and tell us about your business.

You will receive a Teams meeting invitation.

STEP 2.

Once we chat and confirm this is a good fit for you, we’ll send you a Scope of Work (SoW) to review.

Upon agreement of the SoW, we’ll send over a contract for signature.

STEP 3.

We get to work with sending you a list of what documents and/or access we need to get started.

STEP 4.

We agree on deliverables and timing. We schedule regular check-in meetings.

GET STARTED NOW

FAQ’s

DO YOU HANDLE ONLY OUR BOOKKEEPING?

Accounting Technologies & Tax can do as much or as little as you need. We can become your accounting, finance, and often, your payroll & HR department. We can handle a lot more than your bookkeeping.

We ensure your records and financials are GAAP compliant, up to date with a high degree of accuracy.

YOUR SERVICE SEEMS EXPENSIVE COMPARED TO OTHERS?

We offer a white-glove service experience. Accounting Technologies & Tax acts as your Accounting department which often includes communicating with employees, vendors, customers/clients, and other partners. Yes, we do your bookkeeping, but we ensure things are set up correctly, performed correctly, and often provide input, advice, and guidance.

We are accounting, finance, and business operations professionals who specialize in setting up strong foundations for startups and existing businesses to achieve their goals.

HOW DO YOU WORK WITH YOUR CLIENTS?

Everything is done remotely. Our clients are based in several different states and with today’s technology, we keep in constant contact using slack, email, Teams, and hosting different types of check-in meetings to ensure we stay on track.

Our clients receive regular updates as well as regularly scheduled Teams meetings to check in with one of our key members. Lastly, our clients receive a financial package each month as soon as the financial books are closed.

Yes. We handle your day-to-day operations as well as prepare both personal and business income taxes.

DO YOU PREPARE TAX RETURNS?

WE KNOW YOU MAY HAVE MANY MORE QUESTIONS. WE’RE HAPPY TO ANSWER THEM ALL, SIMPLY SCHEDULE A NO-OBLIGATION CALL WITH US, AND LET’S TALK ABOUT YOUR BUSINESS.