Need help closing those books?
We can handle that. Let’s talk.
Stages
One-Time Cleanup
Review of your books and a cleanup will be completed to bring your books to current.
Three Cleanup Offerings:
- Cleanup for 0 – 12 Months of Books
- Cleanup for 12 – 24 Months of Books
- Cleanup for 25 or More Months of Books
Monthly Bookkeeping
Ongoing support for posting transactions, maintaing financial records, reviewing management reports a d business health.
ProVision supports small and medium sized businesses.
One-Time Cleanp
Onboarding Appointment
After purchasing your One Time Cleanup, you will be given access to your Client Portal, and will schedule an Onboarding Appointment with your Expert Bookkeeper.
Onboarding appointments will be approximately 30 minutes to 1 hour.
You and your Expert Bookkeeper will review details of your business and will outline the scope of your cleanup.
Your Expert Bookkeeper will issue you requests for documents that will be required to complete your cleanup. You will upload those documents to your Client Portal.
Document Review
Your Expert Bookkeeper will work on correcting and completing historical categorizations while you upload documents.
After all documents are uploaded, your Expert Bookkeeper will review them.
Cleanup Completion
After your Expert Bookkeeper confirms all required documents are in, they’ll complete the bookkeeping for your One-Time Cleanup.
Your Expert Bookkeeper will categorize transactions, ensure your assets and liabilities are correct, and reconcile your balance sheet accounts.
R Review
After your One-Time Cleanup is complete, your Expert Bookkeeper will issue your Management Reports.
Your Expert Bookkeeper will schedule a meeting with you to review your Reports and transition you to Monthly Bookkeeping.
Monthly Bookkeeping
Weekly Maintenance
Your Expert Bookkeeper will review your business’ finances weekly, categorizing transactions and reviewing business spend.
Your Expert Bookkeeper will send you notifications routinely of what they see going on in your business, ensuring you’re intune with your business; finances at moment of the month.
End of Month Review
When the month ends, your Expert bookkeeper will review your accounts and send you preliminary reports.
They’ll also issue you document requests for any documents required to close your books for the month.
You’ll upload any required documents to your Client Portal.
Monthly Book Closure
After your Expert Bookkeeper confirms all requested documents are in, they’ll work to close your books for the month.
Report Review
Your Expert Bookkeeper will issue you final reports fir the month after your books are closed.
You’ll be able to schedule an appointment with your bookkeeper to review your reports and talk about your business.
Supported Platforms
Need help closing those books?
We can handle that. Let’s talk.