What You Get
Bookkeeping Rhythm
Monthly or periodic bookkeeping aligned with your operations.
Reconciliation Control
Bank and records reconciliation with clear checkpoints.
Management Visibility
Readable summaries to support pricing and cash-flow decisions.
How It Works
1
Share invoices, records, and current process.
2
We set recurring bookkeeping and review cadence.
3
Receive reports with action-focused notes.
Scope and timeline vary by complexity, record quality, and urgency.
Quick Facts
Best for
SMEs needing reliable monthly bookkeeping
Typical turnaround
First setup in 3-5 working days
Prepare in advance
Bank statements, invoices, receipts, expense records
服務內容
記帳節奏
按業務情況提供每月或定期記帳。
對帳控制
銀行及帳目對帳，流程清晰可追蹤。
經營可視化
提供易讀報表，支援定價與現金流決策。
服務流程
1
提供單據、帳目與現有流程。
2
建立定期記帳與審閱節奏。
3
定期收到報表與重點行動建議。
最終安排會按複雜度、資料完整度及時效要求調整。
重點資訊
適合對象
需要穩定記帳的中小企
一般時間
首次設定約 3-5 個工作天
建議先準備
銀行月結單、發票、收據、支出紀錄