Reliable records, agreed reports, and a second-person check of the financials.
Transaction entry and organized records in your bookkeeping system.
Bank, card, and loan reconciliations to keep your records in sync.
Monthly reports so you can see where your business stands.
A second person looks through the financials for figures that appear out of place. This is not a deep investigation, an audit, or assurance work.
1
We confirm your needs and scope.
2
You share your statements and supporting documents.
3
We keep your books current and complete a second-person check.
4
You receive agreed reports on schedule.
Cleanup is assessed and scoped separately.
Timely statements, supporting records, and answers to questions.
Zoho; QuickBooks Online; QuickBooks Desktop; QuickBooks Desktop Enterprise — specifically manufacturing experience; SAP; NetSuite; Sage.
Xero and FreshBooks: We have not used these platforms previously. Discuss your needs with us so we can assess fit before accepting the work.
Bringing overdue books up to date is cleanup work, scoped separately from ongoing bookkeeping.
Yes. Forecasting and cash planning, and costing and profitability analysis, are available as separately scoped engagements. They are also available independently of bookkeeping.
Talk through your needs in a free 30-minute consultation.