1st

Getting started with SWIFT

HERE'S HOW IT WORKS

QUICK AND PAINLESS ONBOARDING

  • QUICKBOOKS & APPS SET UP

  • ACCOUNTS CONNECTED

  • TRAINING ON APPS

  • ALL QUESTIONS ANSWERED

THOUGHTFUL SETUP

  • UNIQUE CHART OF ACCOUNTS

  • SECURE FILE SETUP

  • FINE-TUNING YOUR PROCESS

Your monthly service

VERIFY AND CATEGORIZE

  • CONFIRM TRANSACTION VERIFICATION

  • UPDATE ACCOUNTS AS NEEDED

  • CATEGORIZE

RECONCILE

  • EACH CONNECTED ACCOUNT IS RECONCILED AGAINST THEIR OFFICIAL STATEMENTS

REPORTING

  • ONCE ALL ACCOUNTS ARE FULLY RECONCILED, REPORTS ARE CREATED

  • BALANCE SHEET

  • CASH FLOW STATEMENT

  • INCOME STATEMENT

The SWIFT schedule

Ongoing communication

As your bookkeeper, I’m always available to answer questions as they arise throughout the month. The best way to reach me is email or text, but I’m always happy to set up a call or meet for a coffee if that works better for you.

BASED IN VASS, NC | SERVING ALL OF MOORE COUNTY & THE SANDHILLS