Bookkeeping Setup
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About this service
Summary
Darina assisted clients in setting up new bookkeeping systems, including creating a chart of accounts and configuring accounting system. With her expertise in accountancy Darina tailors the system to the specific needs of the business.
What's included
Vendor and customer list
Setup of vendor and customer profiles in the accounting system.
Bank reconciliation setup
Establishing processes for regular bank reconciliations.
Training
Training for staff on how to use the new bookkeeping system
Customized Excel Bookkeeping Template
If using Excel, a customized template will be created to suite your accounting needs.
Chart of Accounts
Customized to fit the client’s business structure and operations.
Invoice templates
Customizable templates for invoicing and billing.
Opening balances setup
Entry of initial balances for all accounts
Skills and tools
Accountant
Bookkeeper
Advisor
Microsoft Excel
Quickbooks
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