Accounting Cycle

RECORD

Make sure each financial transaction is classified with the who, what, where, when, and why.

QuickBooks Online can often import the when and where automatically, leaving the bookkeeper to classify the who, what, and why when it isn’t obvious.

This is the part you can choose to Do Yourself!

VERIFY

Our first line of quality control. We check that the data recorded in QuickBooks is accurate, matches supporting documentation, and makes sense.

CLOSE

Finalize the books. We make sure the data has been properly reviewed, tied to key external documents such as payroll reports and 1099s, and finalized for tax handoff.