There is no one way here:

  • We want your physical records to be (ideally) immaculate.
  • That means complete, accurate, and you can find what you need immediately.
  • Your digital accounts (like QuickBooks) should exactly mirror your file cabinets.
  • If you can find and use your cabinets, we can make the computer match that.
  • It really is EASY. But if you were scared or already messed up some stuff, let us make it better.
  • The longer you stay with incomplete, inaccurate or outdated Digital records, the more it compounds the difficulty to make it right. AND it NEEDS to BE RIGHT!

Rule #1: It has to be right. Otherwise, what’s the point?
Rule #2: We CAN make it Better !
Advice: If you want to pay the highest fees, wait until it’s awful, then give it to a professional right before a tax deadline to get it all corrected immediately.
For those who prefer a safer plan, get it in ASAP to get the best result, in time, and affordably managed and scheduled. Relief IS available.