Description

A comprehensive monthly package providing meticulous, real-time management of all transactional data. We handle daily categorization, bank and credit card reconciliation, and journal entries, ensuring your general ledger is perpetually accurate and compliant. This service eliminates the need for manual data entry and drastically simplifies month-end closings.

Format:

• Secure Cloud Integration: Setup and management of your preferred accounting software (QuickBooks/Xero) linked to banking platforms.

• Monthly Review Session (Virtual): A 30-minute video call to review reports and discuss any unusual transactions or variances.

• Dedicated Bookkeeper Support: Direct, asynchronous communication support via a secure portal for questions.

Duration: Monthly Recurring Service.

What You’ll Learn:

• Access real-time, clean financial data for immediate decision-making.

• Understand the core health metrics of your business through standardized monthly reports.

• Reduce tax season stress with perfectly reconciled accounts.

• Save significant time previously spent on transaction coding and error correction.

Perfect for: Small to medium-sized businesses with regular transaction volume seeking guaranteed accuracy and consistent financial reporting without hiring in-house staff.