Project Overview
The client is a medium sized business owner. The company sales high-quality kitchen design, renovation, and installation services for over last 30 years. Whether it be a full-blown kitchen, bathroom or basement remodel, room addition, flooring installation or whole home renovation, the company team works closely with each customer in planning, designing and transforming a space to their specifications.
Software Use :
QuickBooks Online.
Client Requirements
- ⚫ Managing charts of accounts.
- ⚫ Import the invoices and bills through Dext Application.
- ⚫ Manage Vendor.
- ⚫ Categorization of transactions.
- ⚫ Reconciliation of all bank accounts, wise accounts.
- ⚫ Provide financial statements & reports.
Services Rendered
- ⚫ Managed company and detailed chart of accounts as per client requirement.
- ⚫ All invoices and bills imported and recorded using Dext application.
- ⚫ Necessary adjustment entries posted.
- ⚫ All Bank and wise account transactions categorized.
- ⚫ Bank and wise account reconciled.
- ⚫ Necessary financial report prepared and submitted.
