AKB ACCOUNTANTS

+8801743500030

Let’s Talk

+8801743500030

Let’s Talk

Work Process

We specialize in helping individuals and families regain control of their financial by repairing and improving their credit scores.

Process

Step 01
Free Consultation
  • Discuss your business, accounting needs, and goals
  • Review your current bookkeeping or QuickBooks setup (if any)
  • Identify the right service level for your business
Step 02
QuickBooks Setup or Cleanup
  • Set up a new QuickBooks account (if needed)
  • Clean and organize existing QuickBooks data
  • Customize chart of accounts to match your business
Step 03
Service Plan Agreement
  • Propose a monthly or one-time service package
  • Clearly outline deliverables, timelines, and pricing
  • Sign agreement and get started
Step 04
Secure Document Sharing
  • Set up a secure portal or cloud storage system
  • Collect necessary documents (bank statements, receipts, invoices)
  • Schedule recurring uploads or automate data collection
Step 05
Ongoing Bookkeeping
  • Record and categorize transactions in QuickBooks
  • Reconcile bank and credit card accounts
  • Track income, expenses, and liabilities
Step 06
Monthly Reports & Communication
  • Deliver financial reports (Profit & Loss, Balance Sheet, etc.)
  • Provide cash flow updates and business insights
  • Schedule regular check-ins to answer questions
07
Year-End & Tax Prep
  • Prepare clean, organized year-end financials
  • Work with your CPA or tax preparer as needed
  • Ensure everything is tax-ready and audit-proof