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Client Monthly Check-Ups

Bank Reconcilliations

Clients should reconcile their bank statements to their accounting system every time that they receive a bank statement for each bank account and credit card.  This enables the client to know exactly what amounts of cash, credit, and debt they have.  It ensures that your bank has sent all bank-related transactions to your accounting system for your accountant to code to your financial reports.

You may choose to engage us to reconcile your bank statements for you for an additional fee, however, we recommend that the clients do their own bank statement recommendations.  This serves as an excellent control system so that the accountant recordkeepers act separately from the client bank account owners.  We are available to help you in this respect, however, if you choose to add this service to your annual services engagement contract, or want it done on a one-time or sporatic "as needed" basis.

Regardless of you or us completing your bank reconcilliations, clients should upload copies of ALL bank statements for bank accounts and credit cards, to their secure cloud folders.  These are legal documents that you will want to keep in your records for 7 to 10 years after your business terminates.  We recommend storing them remotely in BOTH your secure file folder AND in an external hard drive at your place of business or home or secured offsight location such as a bank box.  This is also the recommendation for all of your accounting, payroll, and tax files, contracts, and important business communications records so that you have a useful back-up system for reference and potential inquiries from governmental authorities. 

Clients should schedule monthly 15-minute telephone appointments as needed to make sure that their bank account statements are reconciled with their accounting system.  Both the client and the accountant should have the bank statements available to view during the review of the reconciliation tool process each month.  The client is responsible for making these appointments two to three weeks after the end of each month of operations.  These appointments are important and highly recommended for the clients to follow through on.

Your appointments may be scheduled at https://www.remotebusinesssolutionsinc.org/Appointments.php 24/7.  Once on the page, please select the 15-minute phone call option.  A calendar of openings will populate so that you may click on the opening you want.  Complete the  required information on the form and hit the submit button when finished.  You will receive a confirmation once complete and an e-mail notification will go to your e-mail box.  Jeanine will be informed of your appointment and will call you at the phone number you provide at the scheduled time.  

Financial Statements

Current clients should rconcile their bank statements each month, prior to scheduling their 15-minute check-up with the accountant.  The client can then be assured that all of the bank-related transactions are recorded in the accounting system and that the financial reports are up to date.

Generally, about three weeks after a month ends, gives both the bank and the accounting office time to receive all of the monthly transactions and the reconciliations with bank statements from the clients.  Then the meeting may be spent reviewing the financial reports for operations, financial status, cash flow, and any other items of the financial system.  Clients should be sure to look at the reports with the accountant during the meeting and ask questions about what the reports (financial statements) mean in terms of the progress of their businesses or entities

The profit & loss statement (P & L) will show the tentative net income (loss) for your operations.  We may find that some or all of your revenue items need to be increased, cut back, or eliminated due to non-profitability. Your net income (net loss) is the difference between revenues and expenses (plus costs for retailers, wholesalers, and manufacturers).  The net result is for a period of time such as a month, quarter, or year of operations.

The balance sheet (B/S) will show your financial status on a specific date.  This means that you will see that your assets or things of value that are owned are equal to the sum of your creditor's claims to your assets and the owner's claims to the assets.  You have capital or owner's equity to the extent that you do not owe your creditors.  In other words, if you owe creditors, then this portion of your assets is claimed by your creditors as liabilities.  You have more owner's equity or capital when you owe less to your creditors.w

The cash flow statement (CFS) shows what amount of cash you had at the beginning of a period, what sources of cash in and cash out happened, and what your ending cash amount is for the period at hand.  You may discover that you need more cash flow, and that you must investigate and obtain, additional sources of cash for your business.  You may find that certain types of cash transactions are helpful for your business and that others are not.  You may need to change how you are structuring or allowing your cash flow to happen in your business.

The monthly 15-minute client check-up is included in the current client full-service (accounting, workers, tax compliance) client engagement contracts.  The client, however, should be vigilent in getting their bank statements reconciled in a timely manner, and in scheduling these meetings with the accountant on the Appointments page of the website.

Your appointments may be scheduled at https://www.remotebusinesssolutionsinc.org/Appointments.php 24/7.  Once on the page, please select the 15-minute phone call option.  A calendar of openings will populate so that you may click on the opening you want.  Complete the  required information on the form and hit the submit button when finished.  You will receive a confirmation once complete and an e-mail notification will go to your e-mail box.  Jeanine will be informed of your appointment and will call you at the phone number you provide at the scheduled time.  

Transaction Questions

Current engagement clients may schedule 15-minute telephone appointments to go over their services or accounting, payroll, contractor, and tax compliance questions as needed.  Please write things down and schedule a phone call on the Appointments page so that you do not forget that you have questions to ask your accountant

Your appointments may be scheduled at https://www.remotebusinesssolutionsinc.org/Appointments.php 24/7.  Once on the page, please select the 15-minute phone call option.  A calendar of openings will populate so that you may click on the opening you want.  Complete the  required information on the form and hit the submit button when finished.  You will receive a confirmation once complete and an e-mail notification will go to your e-mail box.  Jeanine will be informed of your appointment and will call you at the phone number you provide at the scheduled time.  

Jeanine looks forward to answering your questions and concerns.  Do not hesitate to ask if you do not understand something or if you need assurance of your business or entity progress.

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