Financial Services -

Business Bookkeeping -

Basic Bookkeeping

Let’s cover the basics and start with a clean fresh start.

Budget

Create a budget either in excel or in your accounting software. In the past I have found that create a system to use and update before updating into the accounting software.

Banking

Online banking can be very effective and quick. However, the auto transfers can get messy and need rules set up and monthly monitoring.

Taxes

Terms and meanings, outline of what is needed.

Checklist for Tax Preparer.

Expenses

Make sure you create a master list of all expenses that are due each month and the dates and amounts. This way you make sure that all have been paid timely and correctly.

With so many expenses drafted from your account each month, sometimes it’s months before you check there accuracy.

Our Services

  • Custom made one-of-a-kind home products

  • Learning to be a better sports fan.

  • Brief background + contact form