What can a bookkeeper do?

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Daily Transaction Management

Record and categorize all business transactions.They ensure your financial records are accurate and up-to-date on a daily basis.

Accounts Payable & Receivable

Manage your incoming and outgoing payments.Bookkeepers track bills and invoices, making sure payments are made and received on time.

Bank Reconciliation

Reconcile bank statements with accounting records.They match transactions to ensure your accounts are balanced and error free.

Expense Tracking

Monitor business expenses and keep them organized.They track and categorize expenses, helping you manage your budget and cash flow.

Financial Reporting

Generate profit and loss statements, balance sheets, and other financial reports.Bookkeepers provide detailed reports to give you a clear view of your financial health.

Tax Preparation Assistance

Organize financial data and collaborate with accountants for tax filing.They gather all necessary documents and reports to streamline the tax preparation process.

Invoice Management

Create and send invoices to clients, and follow up on over due payments.They handle your billing process, making sure you get paid promptly.

Software Expertise

Work with accounting tools like QuickBooks, Xero, and FreshBooks.They are proficient in various accounting platforms to maintain accurate financial records.

Tools We Use