What we do?

We are a dedicated team of bookkeepers with a primary goal of supporting our business clients by delivering precise financial statements, detailed reports, and valuable insights into their financial performance. Our services enable you to efficiently track and oversee your financial standing.

How it's done?

Each month, our team will gather your financial data in just two easy steps.

Step One

Your Responsibilities

Step Two

Our Responsibilities

Provide us with your bank and credit card statements in PDF and Excel formats, or easily connect your bank and credit card feeds to our system. Additionally, upload all of your receipts, fixed assets purchases, and sales receipts to our portal.

       

• Upload your bank and credit card statements.
• Enter all necessary data accurately.
• Categorize transactions correctly.
• Ensure the general ledger is reconciled monthly.
• Finalize financial records by the 20th of each month.​​

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• ​Deliver tax-ready Profit & Loss Statements.
  
• Present tax-ready Balance Sheets.
  
• Conduct Bank and Credit Card reconciliations.
  
• Arrange a call to discuss financial reports with you.

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Complete Bookkeeping Service Agreement Below: