We have developed and we utilize a 5 step PRO~CORE™ Process – A PROactive Comprehensive approach to Organization, Resulting in Excellence. This process enables us to identify our client’s needs and develop a plan best suited to their needs, creating a positive client experience.
We have developed Acc$Sys™ Evaluator, an Accounting System Diagnostic Evaluation tool in which we find the areas that could use improvement. Acc$Sys™ Evaluator clearly shows the weaknesses and strengths in your accounting system by issuing a score from 1-100. Included with the score is a professional recommendations report on how to improve the score.
Client education-We believe that an educated business owner is a successful business owner. We talk to them in a language they can understand. Client education includes blogs, workshops and hands on training
We take a proactive approach to minimizing your tax bill.
We are the experts on the accounting and managerial process for attorney’s client escrow funds IOLTA accounts. The ability to precisely document the complete history and disposition of all client funds is the central requirement when accounting for trust funds. We have a unique method of set up in QuickBooks to comply with the Massachusetts Court System Profession Conduct Rule, Mass. R. Prof. C., Rule 1.15, Safekeeping Property. This is a niche we specialize in. We have helped attorneys being audited by the BBO (Board of Bar Overseers) bring their accounts into compliance and we work with attorneys wishing to avoid being audited by the BBO. Don’t wait until it’s too late to comply, there are serious consequences including disbarment.
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