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client-facing:bookkeeping [2023/01/30 18:54] – removed - external edit (Unknown date) 127.0.0.1 | client-facing:bookkeeping [2023/01/30 18:54] (current) – ↷ Page moved from clientfacing:bookkeeping to client-facing:bookkeeping jaxestaxes | ||
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+ | ===== Bookkeeping ===== | ||
+ | * Interact with Clients to collect documents and business information | ||
+ | * (via [[receipts]], | ||
+ | * [[Request]], | ||
+ | * [[Input]] client' | ||
+ | * [[Categorize]] transactions in order to facilitate management, [[estimated tax payments]], & [[tax return preparation]] | ||
+ | * [[Reconcile]] transactions to Bank Statements | ||
+ | * [[Review]] the financial statements for reasonableness and accuracy | ||
+ | * Send [[Deliverables]], | ||
+ | * Using their responses, changing the categorization in order to reflect the client' |