At BBS, our bookkeeping contracts renew monthly, allowing you the flexibility to cancel any time. We will send you a kick-off email with relevant information and what files to send us to set up the software and set up CRA representation. However, if you have any questions or concerns, you can speak to a member of our team to discuss your needs with the best chartered accountants near King West.
Keeping Track of Your Statements
We will set up Cloud Accounting software and send you login credentials. Next, the team at Chartered Professional Accountants will ask you for your bank and credit card statements each month. Provide the required information and your books will be updated by the next month. The accounting software will update your bank account via the secure connection every day, and it ensures that we can reconcile your accounts.
Now month-end is completed, your expert accountant will accurately reconcile your bank and credit card accounts against general ledger balances and send you an email with a few uncategorized transaction queries.
Our Accounting Process in King West
We’ll discuss your bookkeeping and small business accountant needs to determine which package works for you. Once we have assessed your needs, we will create an engagement letter for your review and sign off. At Chartered Professional Accountants, our professional team works on monthly contracts, allowing you to cancel at any time. We’ll send you an email with relevant information and what files to send us to set up the software and CPA representation.
Set a call with one of our CPA’s and review all remaining questions or concerns. We will set up Cloud Accounting software and send you login credentials. Next, the team at BBS will ask you for your bank and credit card statements each month. Please send them, and your books will be updated by the next month. The software updated your bank account via the secure connection every day, ensuring we can reconcile your accounts.
Now month-end is completed, your chartered professional accountant will accurately reconcile your bank and credit card accounts against general ledger balances. After, we will send you an email with a few uncategorized transaction queries. Respond with the missing details and you are done!