Once Over Accounting

Do you have an in-house bookkeeper or accountant that handles your day-to-day transactions but need additional financial expertise to prepare monthly financial reports and analysis?

Our Once Over Accounting Solution is your solution. Once a month, we review all of the financial transactions for accuracy and completeness, prepare your financial reports, and review the results with you so you can present them with confidence to Management or your Board of Directors. This is our most popular service with nonprofit organizations.

This service is available at your location (onsite) or virtually (offsite) and is available:

Monthly
In half–day (4–hour) or full–day (8–hour) segments

Our Once Over Accounting solution includes:

Review of all posted transactions for accuracy and completeness
Reconciliation of all bank statements to the general ledger
Reconciliation and analysis of key general ledger accounts
Monthly closing of the books
Preparation of a monthly reporting package
Meeting to review the monthly financial reports and other items

 

Quick Links
View All Packages
Business Assessment
Bookkeeping 101
Once Over Accounting
Accounting 101
Advanced Accounting

DeFacto CFO

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Contact Information

4 Daniels Farm Road #369
Trumbull, CT 06611

Phone:
(866) 760-5126 Toll Free
(203) 816-8242 Voice
(203) 567-8811 Fax

 

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