Your bookkeeper categorizes your transactions, reconciles your accounts and produces your financial statements. They will make any necessary adjustments to your books to ensure they are tax-compliant and account for any outside expenditures, not being run through your business bank accounts.
Once a month, your bookkeeper will need your input on reviewing transactions to ensure proper categorizations. However, we will always make an effort to ensure you are able to focus your time on what matters most: seeing clients.
You will have structured, one-on-one meetings every quarter with your bookkeeper. Outside of those meetings, you will be able to message your bookkeeper to get any questions answered within the day. Don't worry — every question will be answered by a real person who is familiar with your business. Our aim is to support and educate you throughout the bookkeeping and accounting process.