How It Works
How It Works
Work Flow Set Up
- We help set up your accounting system and chart of accounts, or continue from where you last left off
- As Quickbooks Online ProAdvisors, we recommend Quickbooks Online but can work with your preference
- Sync your business banking transactions to the accounting software
- Set up optional technologies such as Hubdoc for automatic document retrieval and a place to upload and store all your receipts
Monthly Bookkeeping
What You Do
With automatically synced bank feeds and optional document retrievals through Hubdoc, simply carry on with your business and keep your invoices and receipts for future reference.
What We Do
During the month, we will take care of all the data entry and code transactions to their proper accounts.
We will post accounting entries to the best of our ability and knowledge. If we have any questions on any transactions, we’ll compile them and request your clarification at the end of the month.
If you have employees to pay, we can assist with the
entire payroll process as well.
Interim Financials
- After month-end is complete and we’ve reconciled the bank accounts, we’ll send you the monthly interim financial statements.
- If you ever need help in interpreting the profit and loss, or balance sheet, reach out to us at any time! We are certified accountants who can give guidance on financial health of your business.
