Project Details
We post your transactions weekly and follow up with you on anything we need your input while it is still fresh in your mind.
Packages Included
- Starter
- Standard
- Elite
Why Beneficial
- Correctly posting transactions requires much more than most businesses realize.
- Even if our client prefers to post transactions themselves, we still have both the bookkeeper and CPA review all transaction posted monthly to ensure they were posted accurately.
Many business owners think this is easy as you just post to the most obvious account. However, did you know that different types of meals are deducted differently on tax returns? Do you know how to properly account for interest and loan payments? Do you know how to account for security deposits given or received? Or new assets purchased? What about an insurance check received to cover damages? Correctly posting transactions requires much more than most businesses realize. Even if our client prefers to post transactions themselves, we still have both the bookkeeper and CPA review all transaction posted monthly to ensure they were posted accurately.