Remote bookkeeping allows the business owner to obtain accurate financial statements through a non intrusive process. This process will most likely involve providing access to bank, credit card, and other revenue and expense records necessary to classify transactions in the most beneficial manner for your business. Other financial records can be easily scanned and emailed to your personal Box.com account for easy access for your assigned bookkeeping specialist and for your future reference. During each period we will provide some analysis of your financial detail to help you plane for the future and provide you with recommendations that you can use to help your business become more profitable.
In each of our package plans you will receive a group of reports on a monthly or quarterly basis emailed to you. These reports will at the minimum include the previous periods Income Statement, a year to date Income Statement and a current Balance Sheet.
If you currently are keeping your own accounting records, we can import those financial records into our QuickBooks Online solution where you will have access to the information at any point. If you are starting from scratch we will set up your chart of accounts for you.