Our teams work hard to get caught up with your existing processes. We’re conducting a deep dive review of your financial statements and chart of accounts to make sure we’re getting started on the right foot. Depending on the quality of the underlying financials, we're cleaning them up and making them GAAP compliant.
We limit access to company information to authorized users. Account credentials are secured using our Dashlane encrypted password vault. We also utilize Box, Dropbox and Google Drive (client's choice) as a means of securely exchanging information necessary in performing our work.