Tips from TAP – Creating a Reliable Bookkeeping Process

  • Who will be your bookkeeper? Can you afford someone full time, or are you interested in contracting it out? Which is most cost effective?
  • What system or software(s) will you use? So many to choose from.
  • Where will you store your documents and data?
  • When will you record and classify transactions? Daily? Weekly? Monthly?
  • When you get to far behind, it becomes a daunting task to get caught up!!
  • When will you reconcile your accounts?
  • When will you review your bookkeeping?
  • When will you create your financial statements?
  • When will you review your financial statements? Is your cash flow a problem?

If you are having any trouble answering the above questions, please give us a call. We are happy to have a conversation with business owners around their bookkeeping needs!! Great bookkeeping takes extensive knowledge and experience to execute!! We have both!

Download the printable PDF.