What a month includes
Dallas bookkeeping service. A finished month.
Four taps. Finished means the same deposits, both places.
One span. One deposit at a time.
The finished-month call can be set. Which name and mobile?
How the finished-month check goes
- Name the missing itemThe bank match, payday setup, or the return.
- Open one unlabeled depositOn video. It is income only after it has a name.
- Hear the list, and the limitWhat the service includes. What a CPA firm has to sign instead.
No scolding, and no extra signature
An open month is a sequence of deposits, not a verdict on the owner. We finish them one at a time until the statement and the books list the same ones.
Audit, review, and compilation are not menu items here. If one is required, a CPA firm signs it, and we say so before the monthly list is confused with it.
Steven Palmieri is a Tax CFO and the Entrepreneur's CFO. The practice is not a CPA firm and does not sign audit or assurance reports.
Start the free checkQuestions people ask first
What does a finished month mean?
The bank statement and the books list the same deposits. Until that is true, the month is open.
Is payday included?
Payday setup is its own item, on the provider you run. It is not the same job as naming deposits.
Is the call free?
Yes. Nothing is signed. If a catch-up fits, you see the price before a deposit is edited.
Will you sign an audit as part of the service?
No. A signed audit, review, or compilation belongs to a CPA firm. This service is the month.