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While often confused, bookkeeping and accounting serve separate and distinct functions in the running of a business. Bookkeeping is the function of documenting and maintaining records of transactions. Accounting, on the other hand, is the act of actually analyzing and interpreting the documentation and turning it into meaningful data. While bookkeepers maintain the data needed to file your taxes, an accountant is likely the one who will actually prepare and file your taxes.
Yes! We offer catch up and past reconciliation as a service. No matter how far behind you are - even if you're years behind - we can get you caught up quickly. We will also set clear standards for accounts moving forward.
We work exclusively with QuickBooks online. We are QBO certified and are able to help you create an account from the start. With the use of QBO and integrated apps we will set standard procedures in place, making the daily upkeep of your books clean and easy.
Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees low and our efficiency high.