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transaction-entry-categorization

After-the-Fact Transaction Entry and Categorization

It is so easy for an entrepreneur to lose track of the financial state of their business. Their time should be spent growing their business, not on time-consuming data entry!

We can make it easy for your clients to get their financial records up-to-date, and then maintain it going forward, so that they never fall behind again.

What You Can Expect from BA&B

We will take care of:

  • Bank and credit card reconciliation
  • General Ledger maintenance
    • Verifying & posting revenue, expenses
    • Required journal ledger entries
  • Monthly financial statements
    • Balance sheet
    • Profit & loss
    • Budget variance

The Takeway for Your Clients

Your client will receive accurate reports that provide a real financial picture of the business.

  • Decision making will be easier
  • Worries over financial condition, accounts payable recede
  • Awareness of profitability improves

Understanding the financial life-cycle of the organization is crucial for the business owner.

Tackling the records to reveal that life cycle can be outsourced to us.

Do You Have a Client in Mind?

Estimate the cost of our services to your client

Use our online estimator to determine fees for the exact services your client requires.