Bookkeeping and accounting

Books that are current, not just closed.

Most bookkeeping gets delivered three weeks after the month it describes, by which point it is history rather than information. We keep the ledger current through the month so the reports are worth reading when they land.

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Symptoms

You probably need this if any of these are true.

None of these are unusual. They are what happens when a business grows faster than the process behind it.

  • You do not know this month's profit until well after the month has ended
  • The chart of accounts has grown organically and no longer means much
  • Personal and business transactions are mixed in places
  • Your accountant asks the same questions every year at filing time
  • Reports exist, but nobody uses them to make a decision
  • You are the bottleneck, because only you know what a transaction was for

What you get

What is actually included.

Everything below is part of a standard monthly engagement. If you only need part of it, we scope it down and the fee follows.

  • Transaction categorisation against a chart of accounts built for your business
  • Accounts payable and receivable kept current
  • Bank, card and payment gateway reconciliation
  • Fixed asset and depreciation schedules maintained
  • Accruals and prepayments so the month reflects reality
  • Monthly profit and loss, balance sheet and cash summary
  • A short written note on what changed and what to watch
  • Year end pack prepared for your tax accountant

How it runs

From messy to monthly.

The first month is heavier than the ones that follow. That is the point.

STEP 01

Review and quote

We look at the current state, the volume and the software, then quote a fixed fee. Free, and you keep the findings either way.

STEP 02

Clean up

History caught up, reconciled to source, chart of accounts rebuilt so the categories mean something.

STEP 03

Monthly rhythm

A fixed close calendar, reports on the same date each month, and one named person who answers your questions.

Questions

Bookkeeping questions.

How far behind can we be before it is a problem?
We have started engagements several years behind. It costs more to fix and takes longer, but it is not unusual and it is not a reason to avoid the conversation.
Do we have to change accounting software?
No. We work in QuickBooks Online, Xero, Zoho Books, Sage and Wave. If a move would genuinely help we will say so, but it is your decision, not a condition.
Who owns the books and the data?
You do, always. The files sit in your account under your ownership, and we work inside it as a user. If we part ways you lose nothing.
Will you talk to our tax accountant?
Yes, and it usually saves everyone time. We prepare the year end pack in the form they want it.
How quickly do reports arrive after month end?
We agree a date up front and hold to it. For most clients it is within the first week of the following month, because reconciliation was kept current rather than left to the end.

Related: bank reconciliation, finance automation, tax consulting, accounting services in Karachi.

Get in touch

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Or reach us directly on WhatsApp +92 324 2639258 or at finnoviaconsultants@outlook.com