Accounting & Bookkeeping
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+1 214 995 4173
We are right here in, Dallas, TX. But our services are across the USA.
We make bookkeeping easy for you. We will discuss your necessities to ensure we offer you with the reviews in the format you require, we take your transactions/records from you frequently in the maximum convenient way so your books keep on smiling.
In our experience, accountants hesitate to take up a service like bookkeeping as it is a low-margin and time-consuming process. Outsourcing allows you to offer it as an additional service which leads to increased revenue and deeper engagement with your clients.
SCOPE OF WORK
YOU’LL NEED TO PROVIDE
REPORTS
SCOPE OF WORK
- Basic bookkeeping work
- Processing of sales, purchase, bank transactions and all the expenses
- Sales ledger control account
- Reconciliation of business bank and business credit card accounts
- Purchase ledger control account
- Expense analysis
YOU’LL NEED TO PROVIDE
- Sales/purchase invoices
- Bank/credit card statements or CSV/Excel
- Access to your online business transaction platforms
- Prior year books if available
REPORTS
- Monthly/quarterly trial balance
- Nominal ledger
- Aged debtors report and creditors report
- Class / Location Tracking reports
- Custom reporting parameters
- KPI and CSR results