Monthly Bookkeeping and Financial Reporting
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About this service
Summary
FAQs
1. How often do you update my books?
I update your books either weekly or monthly, depending on your preference and transaction volume. You will have access to accurate and up-to-date financial records at all times.
2. What financial reports will I receive each month?
You will receive a Profit & Loss Statement, Balance Sheet, and Cash Flow Statement at the end of each month, along with any customized reports you may require.
3. Do you reconcile bank and credit card accounts?
Yes, I reconcile all your bank and credit card statements monthly to ensure your financial records are accurate and up-to-date.
4. What if I don’t use QuickBooks—can you still help?
Yes, while I specialize in QuickBooks, I can work with other accounting software or Excel-based systems if necessary.
5. Will I be able to ask questions about my financial reports?
Yes, I provide monthly or quarterly consultations to discuss your financial reports, answer any questions, and offer guidance on improving your business’s financial health.
6. Can you help with tax preparation?
While I focus on bookkeeping, I ensure your financial records are well-organized and tax-ready. I can also collaborate with your CPA or tax professional to make the tax filing process smoother.
What's included
Monthly Transaction Categorization & Data Entry
I will record all business transactions, including sales, expenses, payroll, and other financial activities, ensuring they are categorized correctly according to your chart of accounts.
Bank & Credit Card Reconciliation
Each month, I will reconcile your bank and credit card statements, ensuring that your financial records are accurate, complete, and match your bank statements.
Monthly Financial Statements
I will generate key financial statements, including your Profit & Loss Statement, Balance Sheet, and Cash Flow Statement, giving you a clear view of your business's financial health at the end of each month.
Example projects
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