SERVICES

Bookkeeping Services - All Industries

Options:

  • Daily

  • Weekly

  • Monthly

Dash Bookkeeping can:

  • Reconcile operating account

  • Reconcile credit card

  • Reconcile Trust account

  • Record income

  • Record expenses

  • Adjust journal entries

  • Keep an up to date and balanced ledger

 

Set Up Services - All Industries

Per Client Request

Dash Bookkeeping can:

  • Prepare your accounting file from scratch

  • Create and map chart of accounts to the balance sheet and profit and loss statements

  • Create client trust ledger from scratch (new firms only)

  • Integrate banking system with accounting system

  • Integrate law firm software with accounting system

  • Set up accounts receivable process including billing and invoicing

  • Set up of accounts payable via credit card

Clean Up / Catch Up Services - All Industries

Per Client Request

Dash Bookkeeping can:

  • Fix client payments and credits not applied correctly

  • Review Accounts Receivable aging summary

  • Fix vendor payments and credit not applied correctly

  • Reconcile previous months 

  • Locate discrepancies 

  • Reclassification transactions not applied correctly

  • Review chart of accounts

Trust Account Management - Law Firms Only

Per Client Request

Dash Bookkeeping will:

  • Review current trust account ledger

  • Manage trust account

  • Record receipt of client payments

  • Record disbursements from trust accounts

  • Locate discrepancies in client ledgers / trust account

  • Integrate law firm software to accounting software

  • Reclassification transactions not applied correctly

  • Set Up / Review chart of accounts

Payroll - All Industries

Per Client Request

Dash Bookkeeping partners with Gusto to provide top notch payroll services.

Justice Scale
Justice Scale
Justice Scale
Justice Scale

To effectively identify your needs, we offer a free consultation. During the free consultation we can customize a bookkeeping package to fit your firm needs. 

* For all other services industries please contact us @ info@dashbookkeeper.com

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