Accounting and Client Advisory Services
Bookkeeping
Accurate, current books for your clients, kept in their system and reviewed on your schedule.
Scope
What we do
- Code bank and card transactions and maintain rules
- Match receipts and bills
- Keep the chart of accounts clean and consistent across clients
- Flag unusual items for your review
What your firm receives
- Books current to the agreed date
- A monthly open questions list
What we need from you
- Accounting system access
- Bank and card feeds
- Your chart of accounts standards
Industries where this comes up
What your firm keeps
Your firm owns the client relationship, approves what goes out, and decides what is reported.
How it starts
From first call to first delivery
Access, checklists and security are written down before volume arrives.
A conversation
We learn what your firm needs, which software you run and how your review works.
A trial piece of work
We complete a small, real piece of work so your reviewers can judge the quality for themselves.
Onboarding
Access, security, checklists and communication are set up and written down before volume arrives.
Related
More in Accounting and Client Advisory Services
Payroll Support
Payroll run on your client's platform every cycle, with the returns and year end forms reconciled to it.
Read MoreVirtual CFO (VCFO)
CFO level finance every month for clients who need more than bookkeeping, delivered under your firm's name.
Read MoreCatch Up and Cleanup
Months or years of books brought up to date so a return, a loan or a sale can go ahead.
Read MoreStart a conversation
Tell us what your firm needs
Start with a conversation and a small trial piece of real work. Your reviewers judge the quality before anything else is agreed.
- hello@example.comSample
- +1 (202) 555-0142Sample
- Monday to Friday, 8:00 to 18:00 US Eastern timeSample