Working Process
Initial consultation
During the initial consultation, we will meet with the Client or CPA to understand their financial needs and tailor their services accordingly.
Data collection
We will collect financial data from the client, such as bank statements, invoices, and receipts. This data will be used to create accurate financial records.
Data entry
The collected data will be entered into the appropriate accounting software by the us. This will include creating and maintaining accounts, such as accounts payable and accounts receivable.
Reconciliation
We will reconcile the client's financial records with their bank statements to ensure accuracy.
Financial reporting
We will generate financial reports for the client, such as income statements and balance sheets, to provide a clear picture of the client's financial health.
Review and analysis
We will review and analyze the financial data and reports to identify any potential issues and make recommendations for improvement..
