Correct Profit

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CLIENT PORTAL

Financial Accounting

$1,250.00

  • Review all bookkeeping entries for correctness
  • Review vendor invoices for expense / capitalize correctness
  • Accruals so that expenses are booked in proper time periods
  • Review AR aging for AR write-off appropriateness
  • Create full ratio analysis on monthly basis
  • Full financial dashboard delivered monthly
  • 2 hour review meeting with accountant each month

– Up to 300 transactions per month into the proper categories
– Reconciling up to 3 bank/finance accounts each month
– Ensuring accounts receivable credits are properly allocated
– Ensuring vendor payments are properly allocated

In order for this to work you agree to these very important this that would strengthen your organization even if you weren’t working with us. 1) You’ll need to set an internal policy that all receipts for expenses must be digitally uploaded to your accounting system within 48 hours of purchase, 2) You’ll need to agree that all checks written for your business be written out of your accounting system. It takes a bit of discipline, but it will make your business better. We promise. Without this, we would be forced to disengage as it is what allows us to create awesome value for you.

Our bookkeepers can alleviate your financial uncertainty and stress by getting your books caught up quickly. You focus on what you are best at and we’ll focus on what we’re best at. You do you.

We’ll have a deep introductory video and screenshare session where we’ll learn how to connect to your accounts and we’ll together set up your financial statements to give the best information to help you make better management decisions.

Description

All services can be discontinued at any time with a 30-day notice. All work is done with an aim to present correct and timely information to management so better more informed management decisions can be made. While the intent is to create financial statements as close to Generally Accepted Accounting Principles (GAAP) as possible, no assurance can be given that all results will be in compliance with GAAP. User agrees to indemnify and hold Correct Profit and all of its employees and affiliates harmless with regard to any work Correct Profit does for you.

Your company will be responsible for reconciling all bank accounts and categorizing all transactions correctly by the 4th business day of each month. If your company is not able to do this, then either

1) you’ll need to sign up for our Digital Bookkeeping offering so that we can do this for you, or

2) we’ll need to end our engagement with you.

You give us permission to use and permanently retain anonymous data for market research.

– Up to 300 transactions per month into the proper categories
– Reconciling up to 3 bank/finance accounts each month
– Ensuring accounts receivable credits are properly allocated
– Ensuring vendor payments are properly allocated

In order for this to work you agree to these very important this that would strengthen your organization even if you weren’t working with us.

1) You’ll need to set an internal policy that all receipts for expenses must be digitally uploaded to your accounting system within 48 hours of purchase.

2) You’ll need to agree that all checks written for your business be written out of your accounting system. It takes a bit of discipline, but it will make your business better. We promise. Without this, we would be forced to disengage as it is what allows us to create awesome value for you.

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