Put the files in one folder
Add the bills, receipts, and bank files in your plan.
You own this stepOne shared folder
One folder is all you need to start.
You put the files in one place.
People do the rest.
Tools may help the team. People still make and check the books.
The work moves in five steps.
Each step has a clear owner.
We sort the files
We put each file with the right month and account.
We own this stepA clean file set
Your matched 1Folder accountant makes the books
PK Accountants has a broad bench. We match the work to the right 1Folder accountant.
A person does the workOpen questions are marked
Another person checks the work
The checker looks for gaps. The checker asks about things that are not clear.
A second person checksGaps stay easy to see
Your Excel reports come back
You get the clear reports in your plan for the month.
You get the report packYou can ask questions
Your current bookkeeper can stay.
We can work with the people who know your business.
Your team can
- Add the files.
- Answer business questions.
- Read the reports.
1Folder can
- Sort the files.
- Make the books.
- Check the work.
Tell us what is hard.
You do not need to send a private file yet.