Request, gather, store, and organize documents with information within Canopy in Folders

Input client's information into QBO (either through connection to bank or manually)

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, such as financial statements and other reports, to the client with questions about unclear transactions

Using their responses, changing the categorization in order to reflect the client's answers