How We Work

The business model is to allow clients access to an accountant they can work with remotely. “Remotely” simply means the accountant working on their needs is not actually in their office or location. Clients have the option of providing a remote login, which allows the remote accountant to use their current software. Communication and adjustments are continued as often as needed. At completion of tasks billing can be done hourly, per project, monthly, and or annually.This allows for results real-time anywhere there is a wi-fi connection.

The process begins with a consultation to assess the need of the client and then provide a service to complete that objective. Communications through phone, email, and or virtual conferencing are channels engaged to build business relationship. This allows clients flexibility and lowers costs of hiring a part-time or even a full-time employee. A huge benefit to our model is our remote accountants work seven days a week and into even hours. Priority is completing required tasks and meeting deadlines. Such dedication to client service provides comfort and confidence on business. Clients are encouraged to ask as many questions as needed, and press for the results they envision.


Harry Ortiz