How We Work
How We Work
Would you like to talk about your accounting needs?
“We’ve worked with Brian for over 20 years and he has always been our go-to finance guy because of his knowledge, work ethic and trustworthiness. He prepares our year-end financial statements and corporate tax returns, oversees the work of our bookkeeper and advises us on accounting, planning and financial matters. When we decided to switch over to QuickBooks Online a couple years ago, Brian made everything so much easier. He deserves and has earned our respect, absolute trust and highest recommendation.”
KB Financial Solutions always takes the time to look beyond the books to get a sense of the people behind the business.
How we work
While it’s true that bookkeeping and accounting are mostly about numbers, we understand that business is really all about people.
We’ll take the time to understand your challenges, goals, processes and discuss your comfort levels with topics like profit and loss, tax compliance and cash flow. If you don’t have a properly set up and easily accessible accounting system, we will set one up using QuickBooks Online. If your current accounting program is difficult to work with or simply not the right fit for you and your business, we’ll help you transition to QuickBooks Online package that is right for you.
We Get to Know You, Your Business and Your Operations
Send you financial monthly statements with experienced commentary on any positive and negative trends we see emerging.
Answer any questions or concerns you may have about your statements or other accounting, cashflow or tax questions. We respond to all inquiries within 24 hours.
Contact Brian McGill today to arrange a complimentary phone consultation.
Once your accounting software is set up, KB Financial Solutions will: