We perform the bookkeeping one of three ways: 1) Online bookkeeping software
2) Cloud hosted platform or third party login to use Desktop or Enterprise
software or 3) Locally on our computer and send you back the file when
Depending on the schedule that you choose for the books to be updated, we can
perform the bookkeeping services daily, weekly, twice monthly, monthly,
quarterly, and annually.
Whenever our scheduled time occurs, the day before is the deadline to turn in
documents that relate to the bookkeeping; bills, checks written, etc.
During this update day, we will also perform any other tasks that may be due to
process; online banking activity, payroll, paying bills, and reconciliations.
We have many clients that don’t provide any documents, we can access the
banking and credit card accounts online. This allows the bookkeeper to grab
statements, look up check images, deposit details and be able to fill in a lot of
the missing details without having to ask the client for all the information.
If you don’t feel comfortable with that, we will rely on you to provide all the
information. You should also check with your bank, many these days allow for
view only access where we are assigned our own login.