Bookkeeping

Virtual Meeting - During this session, we will discuss your business requirements, current bookkeeping system (if any), and tailor our services to meet your specific needs.

This platform allows for real-time collaboration and ensures the safety and confidentiality of your financial data.

Utilize the document upload feature within the platform to submit digital copies of your invoices, receipts, bank statements, and any other relevant financial documents. This ensures a paperless and organized bookkeeping process.

Our experienced bookkeepers will diligently enter and categorize all financial transactions based on the information you provide. 

We conduct regular reconciliations to match your bank and credit card statements with the entries in our system. Any discrepancies are promptly addressed to maintain accuracy.

Generate customized financial reports, such as income statements and balance sheets on a regular schedule. 

We will schedule virtual review meetings to go over the financial reports, address any questions or concerns, and provide insights into your business's financial performance.

Work closely with our bookkeeping and tax professionals to ensure a smooth transition during tax season. 

Our team is available for ongoing support. Whether you have questions about transactions, need additional reports, or require assistance with financial planning, we are here to help.

We conduct regular data backups to ensure the security and integrity of your financial information.