ADJUSTED BALANCE® How We Do It

Easy Set-Up with Adjusted Balance

easy set-up
  1. No-cost consultation with your dedicated bookkeeper to evaluate your needs.
  2. Accounting system set up by Adjusted Balance, providing you 24/7/365 access to your data and documentation.
  3. Ongoing schedule established (quarterly, monthly, biweekly or weekly).
  4. Interact with your dedicated bookkeeper, by phone, email or in person, to ensure your needs are met on an ongoing basis.

Ongoing Financial Services

ongoing financial services

1.
Provide documentation to your dedicated
Adjusted Balance bookkeeper.

2.
Your dedicated Adjusted Balance
bookkeeper processes your documentation
and prepares scheduled reports.

3.
Your dedicated Adjusted Balance
controller reviews all data for accuracy
and completeness.

4.
Financials are provided to you,
along with any process improve-
ment or cost savings strategies
your team has identified.

Access your files, documents
& entire accounting system
anytime, anywhere
via the secure
e-Dashboard portal.

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