You will send us a backup of your QuickBooks file and we will use the same file for our bookkeeping purposes. If you use QuickBooks online then you will add us as a user to the account.
Every month, you will get your monthly financial statements that consist of the following 6 reports: Balance Sheet By Month Profit and Loss By Month and % of Income Profit and Loss – Prior Year Comparison Profit and Loss – Prior Month Comparison Draws or Due to Shareholder General Ledger – Expense Accounts Please see […]
We will reconcile your books on a monthly basis
You will setup a “view only” user access with your bank for us. This would give us limited access allowing us to only view and download the activity, check images and statements. As a restricted user, we will not have the ability to make any financial transactions.
We find that many small business owners don’t keep up to date with their bookkeeping. So we have our own team that can get you brought up to date in usually under 1 week.