Routine Bookkeeping
- Download and categorize monthly transactions into cloud accounting software
- Email monthly financial statements to clients
- Monthly correspondence regarding financial status
- Serve as a liaison between client and accountant throughout year
Clean Up
- Clean up all necessary months and years so that taxes can be timely filed
- State of the art software that reads PDF bank statements and uploads transactions to secure cloud file
- Ensure that all transactions have been included and properly accounted for
On-going Support
- Provide consulting to answer questions and offer solutions
- Help train and equip business owners in the accounting software
- Review accounting software to ensure that books are being completed properly
