Bookkeeping

What’s included

Set Up Processes

  • Review accounting software and maximize use of chart of accounts and reporting

  • Connect bank accounts, credit cards, and third party systems to QuickBooks for seamless integration

  • Develop processes for receipts storage and communication channel for questions

Coding and Reconciliations

  • Reconcile all cash and cash equivalent accounts

  • Ensure all transactions are coded accurately

  • Review financial statements for any outliers

Financial Package with Summary

  • Prepare monthly financial package with reports most beneficial for your business

  • Brief notes of financial metrics, strengths and concerns

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Accounting