Tag: bookkeeping

Day in the Life

It’s Planning Day- A Day In the Life of an Accountant

Today is Planning day. Like ocean tides, accountant work in a cycle. At the beginning of each month, the tide comes in with a tropical storm of reconciliations and mathematics while they work on month end close. At the end of the month, the tide goes back out and leaves accountants with time to catch up on projects and prepare for the next incoming tide.

Day in the Life

It’s Client Onboarding Day- A Day In The Life of an Accountant

Today is client onboarding day. These are the days accountants take the reins from their account management team and meet their clients for the first time. Client onboarding days start with a lot of research into the company and what they do, preparation, and quite a few meetings to discuss its needs, priorities, and expectations of the accountants.

Calculated Ingredients

A recipe for storing your accounting documents in one place

By keeping all your accounting related documents together in one folder, you can help streamline processes like filing taxes and audits. Here is a recipe to save time by keeping all your documents in one organized accounting folder on your company’s server, including easy to follow directions, tips and tricks, and ingredients you need. Bon Appetit!

Accrued Dictionary

Bank Statement Reconciliation

So your accountant is talking about “bank statement reconciliation.” He tells you that it means something along the lines of “reconciling bank accounts with financial reports,” “deposits and withdrawals,” and “truing up your transactions,” but all you hear is static. Here’s what he really means when he talks about, “bank statement reconciliation.”

Behind the Scenes

A Behind the Scenes Look Into the Journey of a Client-Accountant Relationship

It’s easy to think that accountants spend most of their time behind a computer analyzing data for clients they don’t get to know. What people don’t realize is that accountants spend sometimes years cultivating relationships with their clients. Over the course of five years, one accountants’ professional relationships transformed into a friendship.

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