What the role covers day to day
Entries, reconciliations, and the monthly close, handled by one named person rather than a rotating team.
What we need from you
Read-only access to your bank feeds and accounting software. Nothing more than that to get started.
Matching a bookkeeper to your business
Industry, transaction volume, and the software you already use, so the match is right from the first week.
The first month
A backlog check, a chart of accounts review, then the first close delivered on schedule.
Written for general guidance. Thresholds and deadlines differ by jurisdiction and change often, so check your own position with an advisor before acting on it.