Streamlining a Startup's Financials
Joesph Evins
Bookkeeper
FreshBooks
Microsoft Excel
Quickbooks
After connecting the clients checking, savings, and credit card accounts to QuickBooks we made sure that the chart of accounts was setup correctly.
Chart of Accounts
Once the chart of accounts was setup correctly then we made sure the transactions that were uploaded from the bank and credit card accounts were matched correctly.
Bank Transactions
After all the transactions were matched to the proper accounts reporting was then available so that the client could see where they were spending their money
Profit and Loss
