QBO - Bookkeeper
Bookkeeper Works includes :
Weekly:
1. Checking of bank balances.
2. Sending customer invoices and record payments received.
3. Pay bills due.
4. Monitor and code any newly synced transactions in the bank feed.
Monthly:
1. Reconcile your bank, credit card and payment gateways.
2. Manage receivables especially over due collections.
3. Collect and Organize receipts.
4. Manage accounts to be reclassified.
5. Review your P&L and report for the month.
Annually:
1. Review your detailed P&L report for the year.
2. Review your Balance Sheet report for the year.
3. Get books tax ready.
4. Assess Cash Flow.