Our Process

The Plus Process is a combination of tried-and-true technology and methods that is customized to meet your company’s specific needs. We take pride in our meaningful client relationships and our technological abilities. 

Moreover, we know that accounting can be complicated, which is why we make sure that every step of the way is as convenient for you as possible—because we understand that to some, accounting can be difficult!

ONBOARDING
  • We meet your dedicated team and set expectations
  • You share key company information and appropriate access details
  • We develop and/or document processes
  • We manage setup and introduction to technology
i
REPORTING
  • You receive—at a minimum—a standard monthly financial package including the Profit & Loss and Balance Sheet
  • We provide additional reporting, which may include weekly snapshots, key performance indicators, cash flow forecasts, budget versus actual, and more
  • We tailor our reporting to fit your needs so the numbers tell the story of YOUR business
U
DISCOVERY
  • We conduct initial consultation to get an immediate understanding of the ins and outs of your company’s operations
  • We identify key challenges and opportunities for improvement
  • We deliver proposed engagement and terms that will make us a cohesive team
DAY-TO-DAY
  • We maintain your accounting on a set schedule throughout the month (you will be responsible for information being delivered to us appropriately)
  • We pay your bills on a set schedule
  • We invoice based on your needs
  • We help you understand your financial position throughout the month so you can make real-time decisions for your business
U
DISCOVERY
  • We conduct initial consultation to get an immediate understanding of the ins and outs of your company’s operations
  • We identify key challenges and opportunities for improvement
  • We deliver proposed engagement and terms that will make us a cohesive team
ONBOARDING
  • We meet your dedicated team and set expectations
  • You share key company information and appropriate access details
  • We develop and/or document processes
  • We manage setup and introduction to technology
U
DAY-TO-DAY
  • We maintain your accounting on a set schedule throughout the month (you will be responsible for information being delivered to us appropriately)
  • We pay your bills on a set schedule
  • We invoice based on your needs
  • We help you understand your financial position throughout the month so you can make real-time decisions for your business
i
REPORTING
  • You receive—at a minimum—a standard monthly financial package including the Profit & Loss and Balance Sheet
  • We provide additional reporting, which may include weekly snapshots, key performance indicators, cash flow forecasts, budget versus actual, and more
  • We tailor our reporting to fit your needs so the numbers tell the story of YOUR business
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