Bookkeeping through the browser
Vita D Tax can organize bookkeeping around a cloud accounting platform so clients and bookkeepers can work remotely. Services can include transaction categorization, reconciliations, monthly reporting, cleanup, and year-end tax readiness.
Monthly workflow
- Collect or connect accounting records.
- Review and categorize transactions.
- Resolve client questions and missing support.
- Reconcile bank and credit card accounts.
- Review the balance sheet and profit and loss statement.
- Close the month and prepare tax-ready records.
For businesses with payroll, inventory, receivables, payables, loans, multiple owners, or complex accounting, a full double-entry accounting platform should remain the system of record.