WHO WE SERVE

  • Are you an Immigration Lawyer working on administrative tasks instead of your clients cases?

  • Are you expending your time on non-billable activities?

  • Are you getting enough money from your business profits?

  • Do you have a plan to reach your goals?

WHAT WE DO

  • We free up your time and give you peace of mind that all your administrative tasks are done on time

  • We manage your bookkeeping, invoicing, bill payment activities because you can charge more for law related tasks

  • We give you clean, accurate and current books so you know how your business is performing

  • We develop a personalized plan to reach your goals faster

HOW YOU GET IT

  • Start scheduling a FREE Discovery Call to find out if we can serve you and if we are a good match. I'll ask questions about your current processes and goals. 

  • We need to collect some financial information so I can analyze your business and prepare a proposal

  • We'll meet again to go over my findings and your business financial health check and share with you the services we can offer

  • Once the proposal/engagement letter, payment process has been completed, we'll add you to our client portal for you to send a list of documents that we need to take over.

WHAT YOU ARE PAYING FOR

  • Organized books: once we take over and all the clean-up/catch up process is completed you'll have up to date books ready every month.

  • Monthly Financials: we'll be meeting monthly or quarterly to review your financial reports and any additional reports we consider useful for you

  • Less Stress: you can stop now worrying about your books and about tax season. You'll now be filing on time and with no more penalties.  

  • Timely Advice: because we are reviewing your books every month or quarter we can detect any opportunities for improvement and take action on time

WHAT OUR CLIENTS SAY

Karla has a personal, proactive approach to guide me with the financial running of my business and is always available either via email or telephone. I have a real sense of security knowing there is always quality advise on hand as my business grows and I have to make more decisions. I would highly recommend her service. She has helped me feel less stressed about my business and what to expect in the future.

                                                        Miroslaba Rodriguez, Realtor

OUR SERVICES

Bookeeping

We offer different levels of service, from basic write-up to full service bookkeeping, A/R, A/P, Financial Reports. Everything can be personalized to your needs.

ADVISORY

Our business advisory and outsourced-CFO services are a perfect fit for businesses ready to engage in smart growth. Our services are tailored to fit your requirements, timeline and budget.

For individuals and businesses, prepared by highly trained professionals with the right tools to accomplish accuracy and completeness.

or Send us a message and We'll get In Touch

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©2018 BY ATS BOOKKEEPING AND TAX SERVICES

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