Your bookkeeper will review, categorize, and prepare a monthly report each month. Sometimes, we’ll request documents from you (like account statements or receipts) to ensure the information we have is correct. If you need to share files with your bookkeeping team, it’s as simple as uploading a file. We’ll take care of the rest.
Once we receive all of your documents, we’ll complete your bookkeeping for the month within 15 business days. This gives us enough time to make any necessary adjustments before the end of the month.
You will receive financial reports with details of your business' performance and specific insights into your practice.