Bookkeeping To Go
“Bookkeeping to go” typically refers to a mobile bookkeeping service that allows individuals or businesses to have their financial records and transactions managed remotely. It provides the convenience of having a bookkeeper handle your financial affairs without the need for a physical presence in an office. With “bookkeeping to go,” you can access professional bookkeeping services wherever you are, as long as you have an internet connection.
Here’s how it typically works:
Initial Setup: You would usually start by contacting a bookkeeping service provider that offers mobile or remote bookkeeping services. They will guide you through the setup process, which may involve providing them with access to your financial documents and software, setting up secure online communication channels, and granting necessary permissions for data access.
Document Collection:
You would need to gather and provide the necessary financial documents to the bookkeeping service. This may include bank statements, invoices, receipts, payroll records, and any other relevant financial documents.
Data Entry and Organization: Once the bookkeeping service has access to your financial documents, they will enter the data into the appropriate accounting software. They will categorize transactions, reconcile accounts, and organize the information in a systematic manner.
Ongoing Bookkeeping:
With the initial setup completed, the bookkeeping service will handle your ongoing bookkeeping needs remotely. They will continue to update your financial records, reconcile accounts, generate financial statements, and perform other necessary tasks based on the agreed-upon scope of services.
Communication and Collaboration: Communication with the bookkeeping service will typically take place through online channels such as email, messaging apps, or video calls. You can discuss any questions or concerns, provide additional information, or request specific reports or analyses.
Reporting and Analysis:
Depending on your agreement with the bookkeeping service, they can generate regular financial reports, such as income statements, balance sheets, and cash flow statements. They may also provide analysis and insights based on the financial data they manage for you.
Tax Preparation Support: Many bookkeeping services offer support during tax preparation by providing accurate and organized financial records to your tax professional or assisting with tax filing themselves.
It’s important to note that the specific services, pricing, and processes may vary between bookkeeping service providers. When considering a “bookkeeping to go” service, it’s advisable to research and choose a reputable provider with experience in your industry and a track record of maintaining data security and confidentiality.
