Bookkeeping and Accounting
As a small business owner you have more important things to do than to keep your own books. I take care of your books for you, so you can get back to the job of running your business and generating profits.
Each month or quarter I will do the following things for you...
These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of my other services.
We start with a Discovery Project to review your books and records, tax returns, payroll reports, and incorporation documents. We use that to make a plan for how we'll handle your bookkeeping and keep you informed about the status of your books.
Next, we setup a bank feed from your bank account into our accounting software. This gives us a live data feed of all of your transactions and allows us to easily review and categorize each transaction according to logic rules that you'll help us design.
On a daily, weekly, or monthly basis (your choice) we review your books, update any transactions, reconcile to your bank account, and give you a report of how your business is doing.