Bookkeeper360

Connect bank accounts and credit cards to Bookkeeper360.

Bookkeeper360 team categorizes transactions.

Reconcile bank and credit card statements.

Generate monthly financial statements (P&L, Balance Sheet).

Review financial reports with dedicated bookkeeper.

Gather all necessary tax documents (income statements, expense reports).

Share documents securely with Bookkeeper360.

Bookkeeper360 prepares and files tax returns.

Review tax returns with dedicated accountant.

Address any questions or concerns.

Set up payroll system within Bookkeeper360.

Input employee information and pay rates.

Process payroll on a regular schedule (e.g., bi-weekly).

Generate pay stubs and W-2 forms.

File payroll taxes and reports.

Track income and expenses in real-time.

Use Bookkeeper360's cash flow dashboard.

Identify potential cash flow shortages.

Develop strategies to improve cash flow (e.g., reduce expenses, increase sales).

Monitor cash flow on an ongoing basis.

Work with a fractional CFO to develop a financial plan.

Set financial goals and objectives.

Identify key performance indicators (KPIs).

Develop strategies to achieve financial goals.

Monitor progress and adjust strategies as needed.

Assess the state of existing financial records.

Categorize uncategorized transactions.

Reconcile accounts to identify discrepancies.

Correct errors and make necessary adjustments.

Ensure historical data is accurate and complete.