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. Each month, your private practice bookkeeping expert will review, categorize and prepare a month report. There are some times that we’ll request documents from you (like account statements or receipts) in order 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.
You will receive financial reports with details of your business' performance and specific insights into your practice. If relevant to the given month, you will also receive an estimation of taxes you should be setting aside.
What does the bookkeeping process look like each month?
