Intelligent Business Management Program

Our Intelligent Business Management (IBM) program is a personally customized solution for our business clients to manage your bookkeeping, accounting, and management advisory needs. These programs are designed so you can work from our virtual E-dashboard server to make the accounting easier for both of us and to keep your fees low. Our Intelligent Business management program gives you the option of having us do it all including paying your bills or acting more as a CFO providing critical financial feedback and strategic planning.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

clientservices@putmancpa.com | 949 502 6700

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