Sample service · CMS template
Monthly bookkeeping
Reconciled accounts and a clear report by the 10th.
Code
BK
· fees are samples. Your quote is fixed before we start.
01 · Included
What’s included.
Bank and card reconciliation
Transaction categorisation
Monthly profit & loss and balance sheet
A short note on anything unusual
Year-end handover to tax
02 · Your part
What we need from you.
Read-only bank feed access
Accounting software login
Receipts for purchases over $75
Loan and lease statements
Last year’s tax return
A contact for questions
03 · Rhythm
How it runs.
Week 1
Set up
Connect accounts and agree categories with you.
By the 10th
Close
Reconcile every account and send the one-page report.
Quarterly
Review
A 20-minute call on trends and what's coming.
04 · Questions