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Comprehensive Procedures Manual - Management of Bookkeepers

Comprehensive Procedures Manual

Between 120 and 200 pages, single spaced 11 point text.

Please see the attached document (Procedures Manual Brief)

Overview

US Accounting Firm is doing bookkeeping for external business clients.

The US accounting firm needs to manage a team of bookkeepers who do work on the client's (C corporation, S corporation, and / or Limited liability company (LLC).) financial records - their books.

The accounting firm must be sure all the correct processes have been done on the client's financial records and the books are up-to-date and accurate. This includes every task from setting up the client file to the daily, weekly, monthly, quarterly, annual and end of year bookkeeping tasks which the bookkeeper must do on the client's (C corporation, S corporation, and / or Limited liability company (LLC) financial records to keep them up to date and within compliance of statutory reporting and filing.

The Comprehensive Procedures Manual must have (as a minimum) 8 Sections:

1. MANAGEMENT AND SETUP OF THE CLIENT'S FILE

2. ONGOING CLIENT MANAGEMENT

3. DAILY TASKS TO BE COMPLETED

4. WEEKLY TASKS / EVERY TWO WEEK TASKS TO BE COMPLETED

5. MONTHLY TASKS TO BE COMPLETED

6. QUARTERLY TASKS TO BE COMPLETED

7. ANNUAL TASKS TO BE COMPLETED

8. END OF YEAR TASKS TO BE COMPLETED

Each of the sections must detail each of the tasks and / or bookkeeping tasks needed to be completed as:

#1 As check sheet and

#2 An explanation of each task listed within the check sheet that the bookkeeper needs to completed on behalf of the Accounting Firm and on behalf of the work which needs to be done for the client's (C corporation, S corporation, and / or Limited liability company (LLC) financial records to keep them up to date and within compliance of statutory reporting and filing.

Attached is potential list of items the Ac bookkeeper would need to do (Word Document: Procedures Manual Brief).

YOUR task is to identify what the Accounting firm's bookkeeper must do on a clients file (use the attached brief as a starting point) and each item must be explained in detail so the bookkeeper has an explanation on each task. You will need a number, a ☐ and an explanation for each item... see the example:

EXAMPLE OF POST VENDOR INVOICES

2. ☐ Post Vendor Invoices

Start with vendor invoices and post the along with the accompanying canceled check that was used to pay it. Enter the actual check number in the accounting system along with the invoice number and amount. Use the date of the cheque.

*****************

Kĩ năng: Kế toán, Giữ sổ kế toán, Intuit QuickBooks, Payroll

Xem nhiều hơn: what is bookkeeping, what financial accounting, what bookkeeping, starting accounting business, starting a bookkeeping business, manual bookkeeping, list in the bookkeeping, liability in accounting, financial bookkeeping, financial accounting firm, end of year accounting, business accounting system, bookkeeping procedures, bookkeeping from, bookkeeping for llc, bookkeeping and accounting and financial system, bookkeeper work, accounting work needed, accounting for corporation, accounting books

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( 11 nhận xét ) Hendra, Australia

ID dự án: #8188768

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