How It Works
We connect with you via video chat and screen share and guide you through the process. We watch as you complete each step and answer any questions you have along the way. With an accounting professional by your side, you learn how to:
Cleanup and Organize Your Books
We identify and fix errors, go through past transactions, and clean up your chart of accounts. An organized chart of accounts keeps your bookkeeping system straightforward and minimizes errors.
Categorize Transactions
Our live bookkeeping sessions help you understand how a transaction should be assigned and posted, including special transactions that can be challenging to categorize. We find opportunities that can simplify the process, including recurring transactions that can be automated to save time.
Reconcile Accounts
Depending on your preference, we can complete account reconciliations monthly or quarterly to make sure numbers are accurate and that your accounts are balanced throughout the year.
Stay Tax-Ready
With accurate bookkeeping, tax season is smoother and more straightforward, saving you (and your accountant) time, money, and energy on trying to track down receipts, missed transactions, and fixing errors.
Make Informed Business Decisions
Having organized books throughout the year allows you to see where your business currently stands, helping you informed decisions that take your business to the next level.
Book a Call
Register for Training