What We Prepare
• Reconciled bookkeeping records through the agreed period
• Organized profit-and-loss and balance-sheet reports
• Review of uncategorized or unusual transactions
• Year-end bookkeeping package
• Requested supporting schedules available within scope
• Responses to bookkeeping questions from the client’s tax professional
How Coordination Works
1
Review Records
We begin by thoroughly reviewing your existing bookkeeping records to identify categorization needs and missing data for the period.
2
Resolve Bookkeeping Gaps
Global Expert Systems resolves uncategorized transactions and cleans up discrepancies to ensure a high level of bookkeeping accuracy.
3
Prepare Reports
We generate organized profit-and-loss, balance sheets, and other required financial schedules ready for tax professional review.
4
Provide Approved Records
Final tax-ready bookkeeping packages are delivered securely to you and your independently selected tax professional.
5
Answer Bookkeeping Questions
We act as your coordination partner, responding to bookkeeping inquiries from your tax professional to ensure a smooth handoff.
