What You Need to Know:
What you can expect with outsourced bookkeeping
Automated Transaction Downloads
We save you time and money with bank and credit card transactions that are securely downloaded via bank feeds. We monitor all of
your business transactions each month and ensure they are categorized and properly classed to maximize tax savings. You have access to your
bookkeeping file at any time and anywhere where you can run reports to monitor your business activity and make important decisions.
At the beginning of the month we will gather financial documents needed to do your bookkeeping and produce accurate financial statements.
You will have regularly updated books in real-time and not after the fact to keep your business growing.
Say goodbye paper, hello desk. We utilize software that automatically imports and stores your financial documents. Eliminate data entry; sync
your bills, receipts and invoices with your accounting software. Snap a photo of receipts, invoice or bill, forward your email paperwork, or scan
and upload your documents. Your financial documents are also organized, filed and sorted. No more chasing down bills or statements, they are
stored in one place for access at anytime and anywhere, forever.
At the end of the month and after your books are complete, we will review and send you financial statements. Gain insights into your business
with monthly financial reports with the option to customize your reports so you receive exactly what you need to assess business performance
and identify improvement opportunities.
Thom Bookkeeping will:
- Download bank and credit card transactions via bank feeds
- Record all your transactions
- Reconcile your books
- Provide monthly reporting
- Store your financial documents
The entire setup process takes generally about 2 weeks. After that, your bookkeeping is set to auto pilot. You get to focus on your business while we take care of the bookkeeping.