Categorization
Revenue and expenses organized using the available records.
U.S. & BRAZIL · SERVICES
Bookkeeping & Reconciliations
Understand what your records show before making decisions. We organize transactions, reconcile the agreed accounts and prepare reports by period, identifying outstanding items for review.
SCOPE AND CAPABILITIES
What we can organize through this service.
The proposal confirms the deliverables, periods and documents included in the engagement.
Reconciliation
Transactions and balances checked for the accounts included in the agreement.
Closing
Period reviewed, differences identified and information prepared for reporting.
Reports
Results and financial position presented according to the agreed deliverables.
HOW WE WORK
From the first conversation to delivery, know what to expect.
Context
We understand your needs, the period and the available documents.
Proposal
We define deliverables, responsibilities, fees and terms.
Preparation
We organize the work and identify outstanding information.
Review & Delivery
We review the agreed deliverables and explain the next steps.
FREQUENTLY ASKED QUESTIONS
Get answers before you engage us.
These answers help with the first contact. Your engagement considers your circumstances and supporting documents.
01I don't know how much my business earned. Where do I start?+
Start by telling us which accounts you use, the period and the records available. We will assess how to organize your books and reports.
02Do I need to change my current system?+
We first assess your system, records and whether we can work with your existing setup.
03Is the service monthly, or can you organize earlier periods too?+
We can evaluate recurring service and cleanup of previous periods. Each proposal defines the periods and deliverables.
TALK TO INTER ONE
Need Bookkeeping & Reconciliations?
Tell us your needs and the period. You receive the scope, deliverables and terms before engaging us.