Here are some helpful tips and tricks for minimizing the cost of an accounting:
Get us involved from the beginning. We can provide helpful tools to keep you and your client organized with all the little details that are easy to forget. We can also recommend the best way to set up bank accounts and let you know which banks are easiest to account for.
Provide us with excel exports from each bank in the accounting. This tip can save up to 30% of the total time it takes to complete the project. Please note that if you choose this route, we will still need copies of the bank statements to go with the excel export.
If you cannot provide excel exports, the next best thing is exported PDFs of the statements from the online banking account. We use our own proprietary software to confirm the numbers from the statements but this can only be done with computer generated PDFs.
Provide bookkeeping reports or an excel ledger. This tip helps prevent us from creating too many drafts of the accounting. We will compile the entire project in one sitting so that you can make all your changes after the first draft.