OUR PROCESS
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Our Process
OUR PROCESS
You started your business because you were good at something—or because you loved it. Maybe it was building, designing, creating, or serving your community in a way that only you could.
But as your business grew, so did your responsibilities. You became the salesperson, the billing department, HR, and the accountant. You’re managing receipts at midnight, handling payroll on weekends, and trying to keep up with tax deadlines while still focusing on your customers. It’s exhausting, and it’s pulling you away from what you do best.
At Above the Line P.C., we can help you reclaim your time and focus by taking the financial and tax side off your plate. We give you clarity, proactive planning, and systems that let you focus on growing your business while we handle the numbers.
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Our process is designed to keep you compliant, informed, and positioned for growth!
Implementation
Monthly Reporting
Quarterly Planning
Annual Tax Filling
ONBOARDING & IMPLEMENTATION
We begin with a seamless onboarding process, implementing cloud-based accounting software tailored to your business's needs. We handle setup, chart of accounts structuring, and provide training so you can easily track your business's financial health in real time while focusing on what you do best.
MONTHLY RECONCILIATIONS
Each month, we perform timely reconciliations of your bank and credit card accounts, ensuring your books remain accurate and up to date. We categorize transactions, identify discrepancies, and deliver clean financials to give you a clear picture of your business's performance.
QUARTERLY CHECK-INS
Every quarter, we schedule a check-in to review your financials, answer your questions, and adjust your tax plan as needed. This proactive approach helps us strategize around upcoming tax liabilities, ensuring you take advantage of available deductions and credits while minimizing surprises at year-end.
TAX FILING
When year-end arrives, your books are clean and your tax plan is in place. We prepare and file your business and personal tax returns accurately and efficiently, leveraging your organized financials and our tax planning to position you for the best possible outcome.