Remove AR Remove Bank Reconciliation Remove Bookkeeping Services
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The 6 Best Outsourced Accounting Firms to Consider in 2023

Jetpack Workflow

Accounts Receivable (AR)/Accounts Payable (AP) Management An outsourcing partner can help a firm manage accounts receivable and accounts payable for their clients, ensuring all payments are made and received promptly. This is especially beneficial if they’re already handling the bookkeeping tasks and AR/AP management.

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A Clean and Simple Bookkeeping Client Folder Template

Jetpack Workflow

In your client folders, make sure you have dedicated sub-folders where you track the following items so you can easily update the general ledger as you go: Chart of accounts Journal entries Trial balance Bank Statements and Reconciliations Each client folder should also have a dedicated section for bank statements.