Merritt Bookkeeping Knowledge Base
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Getting To Know Our Service

Important basics so as to understand the scope of our services.

  • A brief overview of our service
  • Services we don't provide
  • Which financial reports will I receive each month?
  • How do I review the bookkeeping work so as to ensure accuracy?
  • How do you bill me for your services?
  • When are my monthly reports ready?
  • When are my books tax ready?
  • Why should I use Merritt Bookkeeping over other bookkeepers?
  • How do you get my bank statements each month?
  • I don't feel safe emailing my bank statements. What alternatives do I have?
  • Are you doing the bookkeeping on a cash or accrual basis? Can you make accrual adjustments?

Categories

  • For Accountants
  • Getting To Know Our Service
  • How to use your Transaction Detail sheet
  • Other tips and FAQs
  • Questions about your financial reports
  • Tax Time
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