Bookkeeping is less stressful when you leave it to the Pro's.
First step? Let our accounting specialist set up your Tax Ready Bookkeeping System the right way!
What's Included:
System Review & Recommendations
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Review current financial systems and software.
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Make recommendations for systems including document management, receipt management, bookkeeping, bill payment, invoicing, and payment processors.
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Develop a system to maintain and organize your financial records.
Bookkeeping Workflow
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Evaluate current processes to see if they are the best fit and most efficient for your business(s). (i.e. collecting revenue; paying expenses, employees, contractors, and owners; reviewing financial activity)
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Make recommendations for process improvements.
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Guide through documentation and implementation and of the improved processes.
Bookkeeping System Set-Up
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Xero Accounting software set-up.
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Customized income and expense categories.
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Bank account transaction import
DIY Bookkeeping Guides (included)
Use these three guides to develop and maintain your bookkeeping systems and workflows.
Organize Your Finances
Organize your business and financial records.
Develop Your Workflow
Review your current systems and workflows and determine improvements.
Learn How to Use Xero
Learn how to keep your own books using Xero accounting software.
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