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Bookkeeping / Accounting

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Generally, bookkeeping is entering expenses, vendor invoices, cash receipts from customers etc.  It also includes reconciling to the bank statement.

Practically anyone can be a bookkeeper.   A bookkeeper's goal is generally to tie out to the bank statement.  Just reconciliing to a bank statement, does not necessarily give you a financial statement that would meet Generally Accepted Accounting Practices (GAAP).

As a CPA, I make sure your financial statements have all your transactions correctly recorded.  For example, remodeling an office and capitalizing when appropriate, recording principal and interest on a loan, trading in a vehicle for a new vehicle, recording expenses in the approriate company.   With Loid Tax & Accounting you can be assured your bookkeeping / accounting is done properly and according to GAAP.

Financial statements can be prepared for the client review on a quarterly, monthly or annual basis.  Budgeting and forecasting support are also available.

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