How We Work
1
Consultation
We hold an initial meeting to understand your business and develop a streamlined process tailored to your needs
2
Onboarding
We set you up on a software and integrate the apps you need to remove all manual work from your bookkeeping tasks
3
Bookkeeping
You are assigned your own dedicated bookkeeper who will be available to answer all your questions when you need them
4
Year-End
As you progress through the year, we will help you prepare for your year-end tax filings
FAQs
How can a bookkeeper help me?
How can a bookkeeper help me?
An experienced bookkeeper can help you deal with the back office tasks so that you can focus on growing your business. A bookkeper has moved from being a data entry person to a data reviewer by leveraging on technology to bypass manual entry into the system. A good bookkeper will also know how to deal with certain complex transactions and go over the operations of the business with you.
What's the best way to keep track of my paper receipts?
What's the best way to keep track of my paper receipts?
There are a multitude of applications out there and accounting softwares like Quickbooks can integrate to hundreds of them. One of the more popular ones is Dext which uses visual AI technology to extract imporant information like vendor name, date, amount and tax. Once you take a picture and approve it in Dext, you can throw away your receipt.
Can a bookkeeper help me prepare for tax filings?
Can a bookkeeper help me prepare for tax filings?
Yes! A good bookkeeper will ensure that your transactions are entered and classified correctly, interest is properly separated from capital payments, revenues are recognized in the correct period and all year-end accruals have been entered. Good practices during the year will lead to fewer if any adjustments at year-end which will make your tax filings much easier.
What kind of fee structure does Revelo Consulting offer?
What kind of fee structure does Revelo Consulting offer?
We offer a fixed monthly fee structure, that way there are no surprises if work takes longer than expected. With a fixed monthly fee you can budget better. Our fees depend on the level of complexity of your business and the volume of transactions.
