Keep your financial records accurate and organized. We reconcile bank and credit card transactions, identify discrepancies, and help maintain reliable financial information. Two service levels are available based on your business needs, and pricing is per account.
What you will need
- Complete bank and credit card statements.
- Accounting records or authorized bookkeeping access.
- Receipts and supporting transaction details.
- Previous reconciliation reports, if available.
- Clarification of unidentified transactions.
What is included
- Reconciliation at the selected service level
- Clear requests for missing records
- Reports included in the selected plan