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High-Tech + High-Touch Bookkeeping For Better Insights

Accurate books, real-time insights, and expert support—so you can focus on growing your business, not managing spreadsheets.

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What's Included

Monthly Financial Statements

P&L, Balance Sheet, and Cash Flow delivered every month

Real-Time Transaction Tracking

Every transaction categorized and reconciled accurately

Financial Insights

Understand your numbers with clear, actionable reports

Dedicated Bookkeeper

Your expert team member who knows your business

How It Works

1

We Learn Your Business

Your bookkeeping team starts by diving deep into how your business operates. We integrate with your existing tools, understand your workflows, and build a custom chart of accounts that reflects your unique needs. This foundation ensures every transaction is tracked correctly from the start.

2

Stay Connected Through Our Portal

Our client portal keeps everything organized in one place. Upload receipts, answer quick questions, and track the status of your monthly close—all without endless email threads. Your bookkeeper is just a message away whenever you need clarity.

3

Get Clear Financial Reports

Each month, you'll receive complete financial statements that show exactly where your business stands. See your profitability trends, monitor cash flow, and identify opportunities for growth. Your books are always current, giving you confidence in every business decision.

Ready to Get Your Books in Order?

Join hundreds of businesses that trust Assurna with their bookkeeping.

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