Accounting and bookkeeping

Double-entry bookkeeping on a general ledger you can audit, with bank feeds, reconciliation, and a full financial reporting set. Your books stay current month to month rather than being reconstructed at tax time.

Creates your BKS Suite account, then we set the business up with you.

Delivered by

BKS Suite accounting module

Work is performed by BKS on systems BKS operates, and appears in your BKS Suite account.

Scope

What is included

  • Chart of accounts set up for your industry
  • Bank and card feeds with rules that categorize recurring activity
  • Monthly reconciliation with a zero-difference close
  • Profit and loss, balance sheet, trial balance, and general ledger
  • A/R and A/P aging
  • Sales tax liability tracking by agency
  • Class or location tracking where you need segment reporting

Questions

Accounting and bookkeeping: common questions

Do I need to switch accounting software?

No. BKS Suite is the ledger we work in, and we handle the setup and the ongoing entries. If you are on another system today, we migrate your chart of accounts and opening balances as part of onboarding.

How current will my books be?

Bank feeds import continuously and each month closes on a fixed schedule. Reconciliation is enforced to a zero difference before a month is marked closed, so a closed month is a month you can rely on.

Can I see the books myself?

Yes. You get your own login to BKS Suite with the same reports we work from. Nothing is held back for a quarterly presentation.

Related

What usually goes with this

Services rarely arrive one at a time. These are the ones that normally come up in the same conversation.

Get accounting and bookkeeping handled.

Tell us where the business stands today and you will get a written scope and a quote before anything is filed.

Prefer to write it out? Send us the details.