We take the bookkeeping team approach with every client. We call it the “beehive approach.” After signing up and picking the bookkeeping services you need for your business, we don’t just throw your whole workload on a bookkeeper in our office. All of our staff work for you as a team. You get a team of trained and specialized staff to meet all your individual needs.
Onboarder/Troubleshooter – a bookkeeping service team member will be responsible for making sure you are comfortable with our system, both on the technology front and what we should do to streamline processes and create a bookkeeping system that work best for you. This Remote Quality Bookkeeping services team member will get your computer and devices setup with easy access to our system, gather any initial information from you necessary to do your selected tasks, work with you to make sure our system is tailored to the way you operate, work on ways to streamline processes, and make sure the other members of our hive are all aware of what tasks they need to complete for you and when. Think of this bookkeeping services team member as your project manager. Once everything is setup with them you will begin to get introduced to your new bookkeeping services team of professionals.
Banking Specialist – As part of our payroll service, the Banking Specialist is the bookkeeping services team member responsible for doing weekly bank and credit card downloads. This person will keep your cash flow up-to-date every week. Downloading transactions directly from all of your financial institutions, classifying that data to your specific chart of accounts, and following up with you about any activity they can’t classify or find questionable, like fraudulent charges and other unusual transactions. This bookkeeping services team member will also assure that all your banking activity is reconciled once a month, including reconciling your banking activity to your accounts payable, POS, and/or any other systems you might be utilizing in accounting for your business.