Our Process

Our six step process

Platinum Bookkeeping and Tax has designed simple, cloud-based solutions
with flat rate packages, to manage your finances.

Whether you’re requesting personal or corporate bookkeeping, tax filing, payroll management,
or journal entry processing, your initial consultation is 100% free!

  • Consultation

    We set up an initial meeting to assess internal capabilities, identify key business drivers, and evaluate the full range of options available

  • Assessment

    We will conduct an in depth analysis of your transactions, accounting systems, resource utilization, reporting requirements, and nature of your business

  • Design

    We will customize our services and processes to meet your needs.  This will also include streamlining processes for you and for our firm.

  • Set Up

    We will closely work with your team to setup the system.  We will review your chart of accounts, determine type and timing of report requirements, and setup any other processes or technological integrations to streamline workflow.

  • Launch

    We will develop processes and workflow that is simple, efficient, and effective.  We now take over the time consuming tasks from your daily operations providing you more time to focus on operations.

  • Relax

    As your bookkeeping firm of choice, we take care of your bookkeeping needs while you focus on your business objectives.