We gather the financial documents needed to do your bookkeeping
and produce accurate financial statements.
Connect your accounts to Quickbook Experts, and you won’t even have to think about getting us your bank or credit card statements. We sync directly with all major banks to automatically pull your statements into your choice of accoutning software, and we have other simple solutions to get your monthly payroll or merchant statements each month.
Once we have all the documents we need, we will finalize and complete
your books within 15 business days.
Each month, your Quickbookexperts team reconciles your accounts, categorizes your transactions, and produces your financial statements. They will also make any necessary adjustments to your books to ensure that they are tax-compliant.
It’s normal to have questions about your books. That’s why we’re here. Send us a message via the Quickbookexperts app and we’ll get back to you within one business day. You can also book a call with your team whenever you like.
While we’re working on your books, we may need to ask for your help to properly categorize a transaction. We’ll send you a message with a few categorization options to pick from, and then you can let us know where it belongs.
Once your books are complete, you’ll get a message from your bookkeeping
team letting you know that your books are ready for review.
For the first two months, we will review your books with you over the phone. These review calls are a great opportunity for you to ask any questions you have about your financial statements. They also help us to familiarize ourselves with your business, and ensure you are getting the most out of your Quickbookexperts service.
After this point, we’ll follow your lead and let you decide how often you’d like to connect with us on the phone. Remember, you can book a call with us at any time.