7 or more bank / credit card accounts:
Code and book all business transactions in QBO on a weekly basis
Reconciling of bank and credit card accounts (should be connected to QBO)
Monitor bank and credit card activity
Monthly financial reporting package including Profit and Loss, Balance Sheet, and Status of Cash Flow report
Monthly video chat or phone meeting to review financial reports/planning
7 or more bank / credit card accounts:
Code and book all business transactions in QBO on a weekly basis
Reconciling of bank and credit card accounts (should be connected to QBO)
Monitor bank and credit card activity
Monthly financial reporting package including Profit and Loss, Balance Sheet, and Status of Cash Flow report
Monthly video chat or phone meeting to review financial reports/planning