Are you looking for a reliable and affordable bookkeeping service for your small business? Do you want to save time and money on managing your finances? If so, you might be interested in Analyte, a professional bookkeeping service that helps small business owners like you streamline their accounting process and get accurate financial statements.

We will explain how Analyte works and what benefits it can offer you. Here are the steps you need to follow to get started with Analyte:

Step 1: Get set up with an initial call and provide access to your financial tool

The first step is to schedule a free consultation with one of our bookkeepers. We will ask you some questions about your business, your goals, and your challenges. We will also review your current accounting system and see how we can improve it. You will need to provide us with access to your financial tool, such as QuickBooks, Xero, or Wave.

Step 2: Understand your internal process, review financial data, and address all our observations

The next step is to understand your internal process and how you handle your transactions. We will review your financial data and make sure everything is accurate and up-to-date. We will also identify any issues or errors that need to be fixed. We will communicate with you regularly and provide you with feedback and suggestions on how to improve your bookkeeping.

Step 3: Define the scope of work and send proposals

Based on our analysis, we will define the scope of work and the deliverables that we will provide you. We will send you a proposal that outlines our services, fees, and terms. You can review the proposal and ask us any questions you have. Once you agree to the proposal, we will send you an invoice and a contract.

Step 4: Clean up and streamline the process and complete any backlog tasks

The fourth step is to clean up and streamline your accounting process. We will make sure that all your transactions are categorized correctly, that your bank accounts are reconciled, and that your books are balanced. We will also complete any backlog tasks that you may have, such as entering missing data or filing taxes.

Step 5: Maintain monthly bookkeeping and provide financial statements

The final step is to maintain your monthly bookkeeping and provide you with financial statements. We will record all your transactions, prepare your income statement, balance sheet, cash flow statement, and other reports that you need. We will also monitor your financial performance and alert you of any issues or opportunities.

Step 6: Schedule monthly call to review financial statements

Every month, we will schedule a call with you to review your financial statements and discuss your business performance. We will answer any questions you have and offer you advice on how to grow your business and achieve your goals. We will also provide you with year-round support for any small business questions or issues that you may have.

That’s how Analyte works. If you are interested in working with us, please contact us today and get a free quote. We look forward to hearing from you!