What does Client Services mean for you?

The backbone of your business is the heart of ours.

Client service is our business. Our team of 26 Account Associates, Specialists, and Managers is an accomplished group of professionals with a large spectrum of hands-on experience in different industries and non-profit segments. We are all certified in QuickBooks Online and foster an active learning environment. Every client is unique, and our Client Services team has them covered. We listen to our clients’ needs and pain points, review the work flows, and identify the best team and solution for each. We are always tapping into our wide pool of resources and experience with various accounting systems and apps, financial institutions, payroll providers, insurance brokers, client procedures, etc. We focus on streamlining processes and working as efficiently as possible. We worry about and take care of all the administrative details so that you can sleep at night.