Your bookkeeping team will review, categorize, and prepare a monthly report. Sometimes, we’ll request documents from you (such as account statements or receipts) to verify the information we have. 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 detailing your business's performance and specific insights into your practice.