1. Start Where Your Bookkeeping Left Off
- For new clients, we gather your most recent tax returns and statements.
- We make sure your Profit & Loss (P&L) and Balance Sheet are in sync before moving forward.
- For ongoing clients, we pick up right where we left off—no skipped beats.
2. Categorize Every Transaction
- Bank feed suggestions are often wrong—we review every transaction for accuracy.
- If bank feeds aren’t connected, we carefully manually enter and categorize each transaction.
- Our goal: an accurate, trustworthy financial picture.
3. Document & Communicate
- We ask questions when we spot new liabilities, vendors, or unusual activity.
- You’ll receive regular bookkeeping updates that clearly show our open questions.
- Communication is ongoing so there are no surprises.
4. Review with a Second Set of Eyes
- Every month, we double-check your P&L, Balance Sheet, and Vendor Transactions.
- We send reminders to meet so we can review your books together.
- This ensures accuracy and helps you understand your numbers.
5. Provide Ongoing Business Support
- Regular reports to help you make informed decisions.
- Reminders for sales tax, annual reports, and other obligations.
- Hands-on help when you need to meet those deadlines.
💬 Let’s Keep Your Books in Top Shape
📞 508-655-2255
🌐 www.yourqbguru.com
