Next Steps..

Thank you for providing details about your business and bookkeeping needs. To finalize your personalized estimate, we kindly ask for one additional action:

Provide Your Financial Information:

Please share either of the following:

1. Bank and Credit Card Statements (from the last 3 Months):

   • Ensure the statements include all accounts relevant to your business transactions. This includes all business bank and credit card accounts.

   • Email the statements directly to andrew@profit-logic.com.

   OR

   2. Invitation to Your Accounting Software:

   • Grant us secure access by sending an invitation link to andrew@profit-logic.com through your QuickBooks Online account. This can be done by selecting the “Gear” icon and clicking on the “Manage users” page.

Once we receive this information, we’ll analyze your needs and provide a detailed estimate for our bookkeeping services within 24 business hours.

If you have any questions or need assistance with this process, feel free to call (503) 714-5265 or reach out at andrew@profit-logic.com. We're here to make this process as seamless as possible for you!

We look forward to assisting you in achieving streamlined and accurate financial management for your business!