What to expect with SWIFT: your monthly service.
Ensuring that your books are properly kept on a regular basis is SWIFT's core service, and the critical key to growing your business.
SWIFT follows a predictable monthly schedule that ensures all tasks are completed in a timely way, and that you have access to your updated reports each month.
Here is the monthly schedule for your bookkeeping.
Your books open for the previous month.
The accounting process for the month begins on the first, where I verify and categorize the transactions from the previous month.
At this time, I confirm that the transactions are entered correctly, that they have the corresponding verification (such as a receipt), and that they are properly categorized.
I send a short list of anything I'm missing.
Once we're up and running, if Dext and MileIQ are providing all receipts and verification, I rarely need to reach out to you. But if I do, I will reach out by the fifth of the month, so you have some time to send info back to me. I expect it by the 10th, so I can provide your reports on time.
You get me the missing pieces.
Once I receive all information, I'm off to the races - I finish managing the transactions, then I reconcile all accounts. Once that is done, we're ready for the next step - producing and sending the reports.
Your books are reconciled and your reports are delivered.
Your Balance Sheet, Profit and Loss Statement, and Statement of Cash Flows are placed in your secure folder, and a link is emailed to you.
Routine and predictable may sound boring, but for your business it means a constant stream of timely, relevant data.
