FAQs
- What education and/or training do you have that relates to your work?
Bachelor’s degree in accounting
- What types of customers have you worked with?
Sole proprietor, Partnerships, and Corporations
- What advice would you give a customer looking to hire a provider in your area of work?
As a CEO, president or founder of your company you need to focus more on products, customers and strategies and not so much on accounting functions that can easily be managed by your accountant. Ask your accountant to help assess the company's financial health. Seek bookkeeping services to ensure accuracy and efficiency! Here are some important reports you should review on a monthly basis to keep finances under control: 1. Bank and Credit Card Statements 2. Bank Reconciliation Report 3. Payroll Report 4. Key Balance Sheet Account Reconciliations 5. Spend by Vendor 6. General Ledger Journal Entries 7. P&L and Balance Sheets