Accounting

This service creates more time margin and removes the weight of day to day accounting for the client. Our exceptional accounting will set you up for success and includes the following vital tasks that are needed for every organization:

  • Transaction Recording - Import/Upload transactions from bank to accounting software

  • Transaction Categorization - Code transactions to proper accounts in accounting software

  • Bank Account Reconciliations - Reconcile accounting records to bank accounts

  • Financial Reporting - Provide financial statements such as Profit and Loss, Cash Flow Statements, and Period Comparison Reports

  • Advisory Meetings - Meetings designed to review financial reports with clients and provide advice to make data driven decisions

  • Receipt Management - Track and log receipts with corresponding expenditures

  • Bill/Invoice Payment - Pay bills and invoices on behalf of the client in a timely manner

  • 1099 List Preparation - Prepare 1099 list and provide to CPA firm for tax filing

Setting You Up for Success

Skyward provides a comprehensive framework for understanding, managing, and growing your business.