How it works
Get, set, go with your A-team
On sign up, your Allegiance Consultant learns about your business, gives you a tour, finds answers and helps connect your financial accounts. Banks, credit cards, and yes, QuickBooks too.
Collaborate with your bookkeeper
Every week, your personal bookkeeper highlights transactions that needs your attention. All it takes is a click to comment, attach files or jump on a call. Voila, clean books.
Get squeaky-clean books each month
Whether you operate on cash-basis or accruals, your bookkeeper reconciles and closes your books by the 15th of every month and prepares your financial statements.
Truly, madly, deeply understand your finances
With weekly financial summaries and a real-time view of income, expenses and profits, you can now track bills and overdue invoices.
WHY ALLEGIANCE CONSULTANTS?
One-to-one support from real bookkeepers
From expert guidance to personalized financial advice, our in-house CPAs and bookkeepers help you navigate business finances with confidence all-year-round.
Powerful reporting for better decisions
Get accurate P&L, Balance Sheet and Cashflow statements every month, as well as weekly financial summaries, so you can make informed decisions to grow your business.
Because peace of mind is precious
Save time and money on bookkeeping and taxes, so you can live stress-free and focus on growing your business.