Our Process

How We Work

 

How do we manage to get your work done for you so quickly? We know from experience how to account for all of your business transactions. Once we have your accounting system set up, we just need your paperwork to process through the system. We support and build the foundation of your business with these building blocks.

Once we contact you, together we come up with a clear, concise plan with procedures to support your business. We share a dropbox file for you to place your paperwork. We set up a customized retrievable filing system to compact your business paperwork into a tidy nutshell. 
There is still a lot of work that needs to be done to set your business up. You will need a good accounting software with a customized chart of accounts. For small business easy use, we recommend all versions of Quickbooks.

Why Outsource Accounting? Outsourcing Is Cost Effective. Employing a bookkeeper in-house can be expensive. Payroll costs are not just comprised of salary, but the other associated direct costs, such as, employer payroll taxes, worker's compensation, TDI, medical insurance, retirement plans, and other benefits. Additionally, there are employee vacation and sick days to consider and don’t forget the time and expense involved to place classified ads, as well as interview, screen, test, and train an employee. Our fees to provide superior service to your company are very affordable in comparison along with flexibility in our packages. We adjust your package to a level of service to meet needs of your business.

Outsourcing Reduces Your Year-End Work and Fees. We maintain your accounting ledgers all year long so your year-end work can be significantly reduced. That translates into lower accounting fees and faster turnaround time in preparing tax returns and financial statements. We can work with your tax professional throughout the year to ensure that your books are tax ready. We can also provide tax preparation services for existing clients as needed. If you are in need of compiled, reviewed or audited financial statements, we will work with CPAs preparing these statements to minimize your accounting and auditing fees.

Every business needs to understand the financial process of their company, their business model, or patterns that help you to know your business from every angle. A good accounting set-up helps with the strategic planning for your company. All of the data entry, coding, classing, and uploading is manual work that is done by a person.


Our accounting services are updated daily, weekly or biweekly. We also keep in touch with you, sending you reminders so you know what is going on with your business accounting.

Whether you need a small business package, or a full service accounting department, we are here to provide a customizes package to fit your needs.

Information is sent back to you where it is backed-up in your files in a compact digital form.

No more piles of boxes!

We share a dropbox or can use a secure online storage to transport files for your convenience. All of your information can be easily copied to your own servers for added security.

There are many software access options which can be customized to your business needs.

We also use QB Online for those who prefer 24/7 access to their accounting records.

Getting Started
 

 

Step 1. Fill out our contact form

Fill out your contact information and inquiries here. Upon receiving your inquiry for services, we provide you with a Non-Disclosure Agreement so there is an understanding that we will keep any disclosure of your information extremely private.


Step 2. Attach files

Send a copy of your accounting file (if you have one) preferably by email attachments, upload to our contact form or we can arrange for a secure drop with dropbox.com.


Step 3. We will call you for a free consultation and discovery meeting.

After receiving a copy of your accounting file, we will schedule a meeting with you. We provide you with a brief business assessment and a free, no-obligation complimentary proposal. At will, you can sign the proposal to confirm our Work Agreement.

Testimonials
 

 

 
 
With Nutshell’s services, I never have to worry about the future of my finances.
— NUTSHELL ACCOUNTING CLIENT
 
 
Nutshell’s understanding of the legal ins-and-outs of our company’s finances was key to our current success.
— Nutshell accounting client