Other Accounting Services
Other accounting services firms prepare tax returns, compile financial statements, perform bookkeeping, payroll processing and offer limited advisory work for small businesses and individuals. For a firm that handles monthly bookkeeping, quarterly tax estimates, payroll and annual returns for multiple clients, the specialists turn client documents into organized records, records into reconciled statements and tax workpapers, statements into filing packages, and track all deadlines and client deliverables. Tax law interpretation, final sign-offs and client advice stay with the licensed professionals.
Specialist bots
- Document Organizer: Sort and categorize all incoming client documents and create organized tasks for each client batch.
- Bookkeeper and Reconciler: Import transactions, categorize them correctly, reconcile accounts and prepare monthly financial statements.
- Payroll Processor: Process client payrolls, calculate taxes and prepare required filings and year-end forms.
- Tax Workpaper Compiler: Compile tax data from client records, prepare workpapers and draft returns and estimates for professional review.
- Financial Statement Preparer: Prepare compiled financial statements, adjusting entries and supporting workpapers according to each client's basis of accounting.
- Tax and Filing Deadline Manager: Track all client deadlines, send reminders for required documents and manage extension filings.
- Billing and Collections Coordinator: Track time and engagements, generate client invoices and monitor collections.
- Licensing and CPE Clerk: Track firm and individual licenses, permits and continuing education requirements and prepare renewal packages.
Industries (NAICS)
Templates describe drafts and checklists a bot prepares for you to review. They are not professional advice and do not act on your behalf without your approval.