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Must-Have Bookkeeping Proposal Templates with Examples and Samples

Must-Have Bookkeeping Proposal Templates with Examples and Samples

Tanmayi Arora

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An organization’s success lies in meeting customer demands to their utmost delight, but its achievements are measured financially. Business planning starts with the right investment into the right market, with making profit the clear gain, and aim. Money is the energy an organization requires to stabilize business. Whether to draw up a budget for your business, allocate resources, or keep count of receipts, financial transactions occur on a regular basis.

To record these financial transactions, one needs an accountant or bookkeeper who can store, organize and analyze financial activities. That is where the process of bookkeeping comes in. Bookkeeping is an essential part of accounting as it helps an organization look at financial aspects of the business in the long run.

If you are an accounting firm and want to pitch your bookkeeping and accounting services, this guide is for you to create proposals. 

SlideTeam eases the process of putting yourself out there in front of your clients. Also, these templates will increase productivity and work best in enhancing your client base.

Each of these templates is 100% editable and customizable. The content-ready slides give you the much-needed structure, and a starting point. The editability feature of the templates provide you with the flexibility to edit your presentations.

Bookkeeping and accounting services are the need of the hour, and many companies are now outsourcing these services. Therefore, you need the right tools to be the voice of your expertise or services, without having to create the format from scratch. Using templates from SlideTeam, you can easily showcase your business’s services and present what you can fix up.

Benefits of bookkeeping proposal templates:

  • Pricing plans : You can create a presentation with every service you offer and present the price for each. There is no need to create a separate pricing plan.
  • Personalization : Nowadays, clients seek customization. Therefore, you can personalize your proposals in a few minutes with SlideTeam’s products. 
  • Panoramic experience : You can create a proposal to add your information and the facets of your financial services in one integrated place. 

Want to create proposals for other financial services, such as budgeting and forecasting, read our blog on finance powerpoint templates .

WHAT ARE TOP 10 BOOKKEEPING TEMPLATES WITH SAMPLES:

Make proposals that can convert your leads. Bookkeeping templates afford a lot of space, so add your plan of action, the objectives of your plan, and the services offered, such as audit services, filing taxes, and analyzing the bookkeeping, etc, and much more.

Let’s explore these templates: 

Template 1- Cover letter for bookkeeping and accounting services proposal template

This PPT Template is an introduction of your company and your accounting services . You can present your experiences with your clients and the benefits accrued to them. A cover letter reflects your core competence; you can add contact details to ensure you get that call.

Cover Letter for Bookkeeping & Accounting Services Proposal

DOWNLOAD THIS TEMPLATE

Template 2 Our offerings for bookkeeping and accounting services proposal PPT Template

Put your best foot forward before your clients in this four-stage process through this template. Highlight your services, showcase your experience, which industry you serve, and add some testimonials to catch the attention of the clients and customers.

Our Offerings for Bookkeeping & Accounting Services Proposal

Template 3 Start-up Bookkeeping Service in PPT Templates

If you want to create a proposal for start-ups, that have no accounting experiencevand want to outsource bookkeeping services, this PPT Template is for you. This design gives you ample space to list your services and inform clients about services on offer, such as data migration, auditing financial records, investigating any inaccuracies in data, etc.

Startup Bookkeeping Service

Template 4 Three-month client bookkeeping and accounting roadmap with software PPT Template

Use this PPT Template to create a book-keeping and accounting roadmap for your clients. How do you work, and what do you provide in a three-month plan come in handy to showcase with this presentation template. You can add the processes you take with your clients, such as analysis of clients’ accounting files, setting up a budget, setting up software systems such as Quickbooks and applications, and regularizing the bookkeeping process.

Three Months Client Bookkeeping and Accounting Roadmap with Software Setup

Template 5 Bookkeeping Cost Comparison Accountant PPT Template

This template exposes you to proposed plans for your outsourcing services. You can pitch for such work on the strength of financial consultants and analysts you have with you, and the charges for their services. The detailed pricing plans and the benefits of your services are the added USP of this presentation template.

Bookkeeping Cost Comparison - Part Time, Full Time, Outsourcing

Template 6 Single-Entry Book-keeping Vs. Double Entry Bookkeeping Presentation Template Outline

Use this PPT Template to provide your clients with single-entry and double-entry bookkeeping services. If you want to create proposals for small enterprises to manage and organize financial transactions, this template works wonders. Delineate the services you offer them in single-entry and double-entry transactions. Let them know what will serve them best to enhance their financial productivity.

Single Entry Bookkeeping vs Double Entry Bookkeeping

Template 7- Request for proposal bookkeeping and accounting services template 

If a client is interested in your bookkeeping services, you can create an engaging proposal request with the help of this template. Tell them about your services with the cover letter slide and add contact information. You can add your clients' success stories and briefly introduce you and your team along with the terms and conditions.

Our Offerings for Request for Proposal Bookkeeping & Accounting Services

Template 8- Social media bookkeepers PPT PowerPoint Presentation infographic template

Social media is the most trending medium for acquisition of customers and profits. Marketing on social media platforms is a must for any business to stay revelant and profitable. Using this template, you can create a proposal for clients who want to manage their social media transactions.

Social Media Bookkeepers

Template 9 -Bookkeeping cost per month PPT Presentation infographic template 

Eliminate the clients' confusion by describing all your monthly plans for your bookkeeping services. Add a brief introduction of services under all plans so that the clients can choose the best. Let them avail the best of all the options under one integrated platform. Create recall and a wonderful first impression using this template. 

Bookkeeping Cost Per Month

Template 10   Online bookkeeping lawyers PPT Presentation file slide template 

If you want to create a bookkeeping services proposal for a law firm, this template is apt. A law firm must establish a book account and record and balance financial transactions. Also, analyzing audited tax statements is yet another important business task. Using this template, you can make a right and fitting proposal to handle their bookkeeping work.

‎‎Online Bookkeeping Lawyers

LET’S MAKE BOOKKEPPING EASIER 

Bookkeeping might sound complex for most organizations, as even a single error can turn your financial accounts into the opposite of what these actually convey. SlideTeam makes it easier to turn those complex bookkeeping activities easier for the clients by creating customized proposals and focusing on rendering the best services to them.

FAQs on Bookkeeping Proposals

How do you write a bookkeeping proposal.

A bookkeeping proposal includes the following elements:

  • Cover letter : You need to create a cover letter that includes a brief introduction of your meeting with the client and an overview of how you can serve them.  It must include contact information. 
  • Services: This means initialization of your proposal, where you would tell about your bookkeeping services, such as setting up a ledger, performing monthly bank reconciliations, sales tax returns, etc.
  •  Pricing: Thirdly, add the pricing for the initial setup, monthly charges, and additional services provided.  
  • Terms and conditions: Add the terms and conditions and ask for the client's acceptance.

What is a proposal in accounting?

A proposal in accounting refers to a document describing the features, scope, and deliverables your accounting service offers clients. Some of its examples are:

  • Basic accounting proposal:  It includes basic accounting services such as payroll, recording transactions, analyzing finances, etc.
  •   Accounting services proposal:   Here, you describe pricing plans for your accounting services, such as preparing taxes, bookkeeping, and payroll services.

What should be included in bookkeeping?

  • Recording all financial transactions, such as daily expenses, profits, and payments.
  • Documentation of all debit and credit.
  • Making balance sheets, income flow, tax audits etc.
  • Drafting a general ledger.
  • Forward invoices and sort out the payments.

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Four Steps to Delightful Accounting Presentations

By Charles Hall | Technology

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In this article, I provide you with four steps to delightful accounting presentations–even if you are a CPA. Yes, this can be done!

four steps to delightful accounting presentations

If you’ve read the book  Presentation Zen , you know that many speakers –without intending to– hide their message . In watching CPE presentations and board presentations, I have noticed that (we) CPAs unwittingly hide our message. How? We present slide decks that look like intermediate accounting textbooks–chock full of facts, but too much to digest. And do we really believe that those attending will take those slides back to the office and study them?

Probably not.

My experience has been those slides end up in the office dungeon, never to be seen again. We  have one chance to communicate–in the session.

It is the presenter’s duty to cause learning .  So how can we  engage our audience (even those sitting on the back row playing with their cell phones)?   Let’s start with the slide deck.

1. Make Simple Slides

Make simple slides.

I try to have no more than two points per slide , and I leave out references to professional standards (at least on the slides).

What happens when you see a slide that looks like it contains the whole of War and Peace ? If you’re like me, you may think, “Are you kidding? You want me to consume all of that in the next three minutes. Forget it. I will not even try.” And then you begin to think about your golf game or your next vacation. So, how much information should you include on a slide?

Nancy Duarte recommends the glance test for each slide . “People should be able to comprehend it in three seconds.”

2. Include a picture related to the topic

Include a picture.

For example, if I am presenting to auditors, I might display a picture of someone being bribed. Verbal information is remembered about ten percent of the time. If a picture is included, the figure goes up to sixty-five percent. Quite a difference.

power of pictures

3. Tell a story (and ask questions)

Tell a story and ask questions.

People love stories. If your presentation is about bribes and you have not audited a bribery situation, Google bribes, and you will find all the stories you need. If you can’t find a story, use a hypothetical. Why? You are trying to draw your audience in–then maybe they will put that cell phone down (your most triumphant moment as a speaker!).

Telling your story at the right pace and volume is also important.

Also engage your audience with questions. Stories get the juices going; questions make them dig. And, if they answer you, there is dialog. And what’s the result? Those talking learn, the audience learns, and, yes, you learn.

Move. Not too much, but at least some.

A statue is not the desired effect. Moving like Michael Jackson is also not what you desire (moonwalking was never in my repertoire anyway). But movement, yes. I walk slowly from side to side (without moonwalking) and will, at times, move toward the audience when I want to make a point. So, am I constantly roaming? No. Balance is important.

Now, let me provide a few thoughts about presentation software and handouts.

Presentation Software and Handouts

Presentation Software

If you have an Apple computer, let me recommend Keynote  as your presentation software . I do think PowerPoint (for you Windows users) has improved, but personally, I prefer Keynote.

Another option—though there is a cost—is using Canva to create your slide deck . Your creativity is almost unlimited with this software—pictures, graphics, templates, colors, resizing, and more. Once the slides are created, you can download them as a PDF. Then present the slides (in the PDF) using the full screen option in Adobe Acrobat . I’ve done this a lot lately. Love it. 

Here’s a sample Canva slide:

Canva

If you need to provide detailed information, give your participants handouts (examples of what you are discussing).

I prefer not to provide copies of slides. Why? Your participants will read ahead. You want to keep your powder dry. If they already know what you’re going to say, they’ll stop listening.

Your Presentation Tips

What do you do to make your presentations sizzle?

About the Author

Charles Hall is a practicing CPA and Certified Fraud Examiner. For the last thirty-five years, he has primarily audited governments, nonprofits, and small businesses. He is the author of The Little Book of Local Government Fraud Prevention, The Why and How of Auditing, Audit Risk Assessment Made Easy, and Preparation of Financial Statements & Compilation Engagements. He frequently speaks at continuing education events. Charles consults with other CPA firms, assisting them with auditing and accounting issues.

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Amit, I have seen Prezi on the Internet, but I have not used it myself – though it looks inviting. Have you tried it or have you seen anyone use it?

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basic bookkeeping

Basic Bookkeeping

Jul 12, 2014

5.61k likes | 9.56k Views

Basic Bookkeeping. Basic Bookkeeping. Starting up a small business? Working as an office administrator? B ookkeeping responsibilities can be overwhelming !

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  • equity accounts
  • a trial balance
  • asset accounts
  • very detailed

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Presentation Transcript

Basic Bookkeeping Starting up a small business? Working as an office administrator? Bookkeeping responsibilities can be overwhelming! In this course we will teach you the basics of bookkeeping. Learn what your accounting responsibilities are, basic accounting terminology, the basics of financial statements and how to prepare your files for year end

Business Organization Types • Proprietorship • Partnership • Corporation

The Fiscal Year • A Fiscal Year is an accounting time period that is one year long • Fiscal year ends may vary from the calendar year • Corporate Tax returns are due 6 months after the corporations fiscal year end

Account types • Accounts track all of your accounting transactions and allow you to categorize your transactions • There are standard account types which are the main categories that all businesses follow Assets, Liabilities, Equity, Revenue, Expense

Account types • Asset Accounts (What you own)– include bank accounts, petty cash, equipment, buildings and land • Can be liquidated for cash • Are generally valued over $500.00 and usable for more than one year • The balances in asset accounts carry forward from year to year until the asset is liquidated • For tangible assets the value of the asset is amortized or spread out over multiple years

Account types • Liability Accounts (What you owe)– include loans, mortgages, lines of credit, account’s with suppliers, payroll expenses payable, GST and taxes payable, and your accounts payable account • Your accounts payable account tracks all of your outstanding bills; tracked by vendor name

Account types • Equity Accounts (Value of the Business)– the difference between what a businesses owns and what it owes • Equity accounts include owner or shareholder’s contributions, draws, and retained earnings which are profits left in a business • At the end of each year the net profits (or losses) from a business are transferred into the retained earnings or owner’s equity account

Account types • Income Accounts (Revenue)– Revenue or Income is earned through business activities such as the sale of merchandise or services • Some businesses earn all their revenue by selling products, others offer services, and many offer both products and services

Account types Expense Accounts (The Costs of Running a Business)– Expenses are tracked through 2 main categories; cost of goods sold and operating expenses The expense accounts will vary between businesses but often are very detailed so that a company can evaluate its profitability effectively

Practice Let’s practice recognizing account types by completing the exercise in your handout on page 3

The Chart of Accounts • Because each company is different, the types of accounts they have and how many of each type of account they have are also different • The Chart of Accounts lists the accounts for a specific business • Accounts are often assigned numbers that identify where the accounts are in the ledger or list of accounts

The Chart of Accounts General Accounting Principle’s state that the accounts be organized in the following manner to create consistency amongst businesses. This order is also useful when preparing financial statements. • 1. Assets are listed First; when numbered, begin with the number 1 • 2. Liabilities are listed Second; when numbered, begin with the number 2 • 3. Equity Accounts are listed Third; when numbered, begin with the number 3 • 4. Revenue accounts are listed Fourth; when numbered, begin with the number 4 • 5. Expense accounts are listed last; when numbered, begin with the number 5 or greater

The Chart of Accounts

What are my responsibilities as a bookkeeper? Accounts Payables • A/P Transactions record expenses for your company • Bills and Cheques are the main ways company’s record expenses. Credit Card transactions are also popular • Expenses are tracked by Vendors

What are my responsibilities as a bookkeeper? Inventory • Inventory is goods on hand which a company intends to sell or use for their services • Inventory is a unique type of expense account as it is often referred to as Cost of Goods Sold which measures the direct cost of a company’sincome

What are my responsibilities as a bookkeeper? Accounts Receivables • A/R Transactions record revenue or income for your company • Invoices and Sales Receipts are the main ways company’s record revenue • Income is often tracked by Customer

What are my responsibilities as a bookkeeper? Payroll • Payroll are expenses incurred by a company to hire staff • Payroll expenses include wages paid to employees as well as payroll liabilities

The Trial Balance • A Trial Balance is a list of Accounts and their balances at a specific time • In accounting some account types will have a debit balance and others will have a credit balance • In the Trial Balance Report the total of all debits will equal the total of all credits

The Trial Balance

Debits VS Credits Assets, Equity Drawings and Expense Accounts: Debit to Increase Credit to Decrease Liabilities, Equity Contributions and Income Accounts: Credit to Increase Debit to Decrease • This is so that all journal entries are balanced equations.

General Journal Entries • Any accounting entry results in a Journal Entry • Most entries in a computerized accounting environment will be completed automatically in the background of the program as the user will enter their information through forms • When recording a complex accounting transaction a manual journal entry is completed • When completing a manual journal entry you must remember that all debits must equal all credits

General Journal Entries The following 5 steps will help you through drafting a manual journal entry: 1. Determine all of the Accounts within your Chart of Accounts that will be effected by the entry. 2. Next determine what type of accounts the identified accounts are. 3. Determine for each account used will the account receive a DEBIT or a CREDIT. 4. For each account determine the amount for the entry. 5. Finally, draft your General Journal Entry

General Journal Entries This is a sample General Journal Entry. The sample entry records a loan payment.

General Journal Entries PRACTICE DRAFTING A GENERAL JOURNAL ENTRY FOR THE FOLLOWING SCENARIO Scenario: Your company purchases a new company vehicle from your local car dealership. You issue the dealership a $10,000 cheque for the down payment on the vehicle and the remainder of the cost is financed through Ford Credit as a vehicle loan. The cost of the vehicle is $60,000.00 plus $3,000.00 GST.

General Journal Entries Step One: Determine all of the Accounts within your Chart of Accounts that will be effected by this purchase; there are 4 in this example. • Chequing Account • Ford Credit Loan Account • GST Paid • Fixed Asset – Company Vehicle

General Journal Entries Step Two: Now you will need to think about what type of accounts these are. Account Account Type Chequing Account Asset (Bank) Ford Credit Loan Account Liability (Loan) GST Paid Liability (GST Owing) Fixed Asset – Company Vehicle Asset (Fixed Asset)

General Journal Entries Step Three: Next determine for each account used will the account receive a DEBIT or a CREDIT. Account Debit or Credit Chequing Account Credit Ford Credit Loan Account Credit GST Paid Debit Fixed Asset – Company VehicleDebit

General Journal Entries Step Four: Now for each account determine the amount for the entry. Account Amount Chequing Account $10,000.00 Ford Credit Loan Account $53,000.00 GST Paid $3,000.00 Fixed Asset – Company Vehicle $60,000.00

General Journal Entries Step Five: Finally, Draft your General Journal Entry Account DebitCredit Chequing Account $10,000.00 Ford Credit Loan Account $53,000.00 GST Paid $3,000.00 Company Vehicle $60,000.00

General Journal Entries Here is a sample of what the previous General Journal Entry may look like in a computer software program such as QuickBooks.

Reconciling Accounts Reconciling Accounts • Reconciliations should be prepared for all bank accounts and credit card accounts • Account Reconciliations keep your accounting records accurate, complete and up to date • Bank Reconciliations will help you identify: • Outstanding Cheques and Deposits • Errors to entries • Bank Errors

Reconciling Accounts Steps to Reconciling Accounts • You will need your bank or credit card account statement • Enter your Opening and Closing Balances • Next you will go line by line, checking to ensure your accounting records from your bank or credit card accounts ledger match your statement • Adjust any incorrect entries • Enter any transactions that have not yet been entered • When your records match your bank statement - your account has been reconciled

Goods and Services Tax - GST Goods and Services Tax • GSTis a type of tax charged by businesses that register for a GST number and meet the eligibility requirements by Revenue Canada for a GST Account • See Revenue Canada’s Website www.ccra.gc.ca for information on whether your business qualifies for a GST Account or not

Goods and Services Tax - GST Goods and Services Tax Assuming your company has a GST Account here are your responsibilities: • You must charge your customers and report GST on all taxable products and services • You must record and report all GST your company pays on eligible expenses • You must prepare and file your GST report and remittance either quarterly or annually, a personalized GST 34 form will be mailed to you by the CRA • GST Remittance amounts that are due must be paid within 30 days of the filing period end date to avoid penalties and interest charges

Manual Bookkeeping Options Manual Bookkeeping Options Although most businesses utilize accounting programs such as QuickBooks®, Simply Accounting®, AgPro®, and AccPac® to name a few often small businesses begin by utilizing a manual bookkeeping system Manual bookkeeping is the paper-based and traditional way of bookkeeping. Business transactions are recorded manually by hand using manual or paper book of accounts, such as journals books, ledger books and worksheets

Manual Bookkeeping Options Manual Bookkeeping Options • Many opt for manual bookkeeping because it is cheaper and easier to maintain • Double Entry Accounting is a term often references when referring to manual bookkeeping • Double Entry Accounting introduces the concept of debits and credits, which means that for every transaction there is something received (debit) and given up (credit), as such, each recorded transaction affects two or more accounts

Manual Bookkeeping Options Below is a sample ledger that could be set up in a notebook or as a spreadsheet.

Manual Bookkeeping Options Here are points to consider when setting up a manual ledger or bookkeeping system: • 1. Most businesses have a separate spreadsheet for each month • 2. Income transactions are entered as a positive amount and Expense transactions are often entered as a negative amount • 3. By subtotalling each column you can check your work and ensure that you balance

Manual Bookkeeping Options Here are points to consider when setting up a manual ledger or bookkeeping system: • Separating the GST collected column from the GST paid column makes preparing and filing a GST return simple • Remember to only record the Subtotal amount under the income and expense columns • You can have as many income and expense columns as you need however often its best to keep it as simple as possible. Columns should not be created for vendors or customers only general expense or income types

Practice Complete the exercise on page 12 of your handout by entering in the ledger below each of the following transactions. As a final task prepare a GST Filing for May 2013.

Practice Prepare the GST filing for May 2013

Understanding Basic Financial Statements Income Statement or Profit and Loss Statement   • Income Statement or Profit and Loss Statement presents the revenues and expenses, and the resulting net income or net loss for a specific period of time • Revenue and Expense accounts are accounted for within a company’s fiscal year and the balances of these accounts are not brought over to future years • If you were to look at a Trial Balance Report you would use all Revenue and Expense accounts and their corresponding values to generate an Income Statement or Profit and Loss Statement

Understanding Basic Financial Statements

Understanding Basic Financial Statements Balance Sheet • A Balance Sheet reports the assets, liabilities, and owner’s equity at a specific date • After a company’s yearend is completed all Revenue, Expense and Drawings accounts are cleared as the Owner’s Equity Account is updated • A Balance Sheet report summarizes the company’s activity from year to year. The report calculates how much your business is worth (your business's equity) by subtracting all the money your company owes (liabilities) from everything it owns (assets) • If you were to look at a Trial Balance Report you would use all Asset, Liability and Equity accounts and their corresponding values to generate a Balance Sheet

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Mississauga Bookkeeping

North York Tax Accountant for all areas of accounting at http://rcfinancialgroup.com/accounting/bookkeeping/r r Find Us: https://goo.gl/maps/DNLrs7a6SThe1FQk9r r In the modern times, Mississauga Bookkeeping has become an increasing need for any and every business no matter how big or small. There is a reason why many firms spend millions of dollars on a formidable army of bookkeepers every year. A bookkeeper is one of the few people who can actually make your business easier. It is no secret that any business faces a number of bookkeeping related problems almost daily and dealing with these problems is both a mental and an emotional challenge. r r PHONE:-(855) 910-7234r Email:- [email protected] r My Profile : https://www.slideserve.com/TaxAccountantTorontor r More Links :r https://www.slideserve.com/TaxAccountantToronto/income-tax-preparation-fees-canadar https://www.slideserve.com/TaxAccountantToronto/canada-revenue-agency-tax-help

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Bookkeeping Melbourne

Bookkeeping Melbourne

We find many little or new organisations handle their accounting undertakings themselves. But in case, you are looking for bookkeeping in Melbourne, you have found the best place as our proficient team offers an extraordinary arrangement. One of the best motivations to contract experts to deal with accounting administrations is to focus on your business. Lenton Financial Management gives Bookkeeping Services Melbourne, which goes from the nuts and bolts to the more unpredictable services and is completely in the know regarding the chances to use cloud bookkeeping programming. For more information call us on: 0398546330 or send us Email on: [email protected] or visit us at: http://bookkeepers-melbourne.com.au/

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Bookkeeping Services

Bookkeeping Services

Advantum Tax and Accounting Services provides a full range of outsourced finance, accounting, bookkeeping and reporting services in Mountain View CA Advantum Tax and Accounting Services 800 West El Camino Real Suite 180 Mountain View CA 94040 (650) 937-9037

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Bookkeeping Services

Bookkeeping Services Sydney for businesses of all sizes. We can visit you locally onsite or provide a professional Cloud Bookkeeping service. Take advantage of our limited FREE Bookkeeping offer for a 3-month period.and let us take care of your move!

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The 5 basic functions of bookkeeping service in Singapore

The 5 basic functions of bookkeeping service in Singapore

The bookkeeping service is basically the activity or occupation of keeping records of the financial affairs of a business and it’s a vital part of the accounting service, required for running a business without any hazards. So if you are running a small or medium scale business, then for recording, storing and retrieving of financial transactions of your company hiring a professional bookkeeping service of Singapore is utmost important.

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Bookkeeping

Bookkeeping is the recording of financial transactions. at https://slatonfs.com/ Find Us : https://g.page/slaton-financial-services Professional Bookkeeping services allow you to save business resources and you have to pay a specific amount to these bookkeepers for the time that they have spent in working on your books of accounts. You don't have to pay for the whole day or week. Let's suppose that bookkeepers have worked on your books for 10 hours then you will have to pay only for ten hours, not for the whole day. This is quite different from hiring a complete team of bookkeepers because you will have to pay them full salaries. A wise small business owner never forgets to get this type of professional Accounting services for the improvement of business accounts. Address : 12989 Jupiter Rd. Ste.101 Dallas, TX 75238 USA Phone : (214)343-0642 Email : [email protected] Our Profile : https://www.slideserve.com/slatonfs

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Bookkeeping Services

When hiring a bookkeeper, they should be specialized in the type of business that you operate. That way, they can understand the finest details of your business and will use the right accounting principles, the Accfin group provide of this services. If you want to know our plans and strategies for your business. Read this pdf and contact us.

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Bookkeeping news

Bookkeeping news

At MyBookkeeperService, we want to ensure that our customers make fully informed financial decisions. Browse our blog for featured articles, tax tips, and more. Read this PDF and learn more about bookkeeping services and related news.

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Bookkeeping service

Bookkeeping service

keep the systematic record , storage and retrieval of your data for financial transactions by getting the best bookkeeping services for your company. https://morisonkw.com/business-news-in-kuwait-mosion-ksi-blog/

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Outsourced Bookkeeping

Outsourced Bookkeeping

Axiau2019s performance accountants and bookkeepers are committed to delivering timely accounting & bookkeeping services.

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Bookkeeping services

Naseems accountants provide best accounting services, bookkeeping services for small business. We are best accountants in birmingham and all over UK. We are specialise in tax advice, business planning, audit and accountancy services, personal tax returns, VAT returns, bookkeeping and payroll. Book a free consultation here [email protected] 0121 771 4161

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Complete Bookkeeping Service | eCommerce Bookkeeping | eAccounts

Complete Bookkeeping Service | eCommerce Bookkeeping | eAccounts

With our Complete Bookkeeping Service & Xero accounting knowledge, we will keep your bookkeeping accurate and up to date. You can then login and see how your business is doing at any time. Our UK Accountants and qualified accountants are always available to help, by email, phone, and even video calling. So what are you waiting for?Visit www.e-accounts.co.uk or call on 02921 055592

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Basic accounting principles workshop presentation, free google slides theme, powerpoint template, and canva presentation template.

Amazing gradients! What is this template about? Well, it is a design created to be the visual support of a workshop on accounting. It is arranged to explain the basic principles of accounting, although being 100% editable you can adapt and edit the content to the difficulty you want. The slides with those orange gradients offer a minimalist feel perfect for highlighting the information in your presentation. What are you waiting for to download this template?

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Basics of bookkeeping For Businesses Presentation

May 25, 2022 Accounting , Business

Learn the Basics of Bookkeeping for your Small Business!

Our accounting services expert, Trisha White, presented at a CEDA event last night about bookkeeping basics for businesses. Download a copy of the presentation below.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

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Steps of Bookkeeping for Small Business - PowerPoint PPT Presentation

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Steps of Bookkeeping for Small Business

Bookkeeping is a subset of accounting under which income, expenditure, account payable, account receivables are to be recorded. thereafter, their reviewing and corrections are done for maintaining the ledger. all these activities enable a bookkeeper to evaluate the actual financial condition of the small business organization. – powerpoint ppt presentation.

  • Bookkeeping is an initial step of account which enables to maintain, reconcile the record of income, expenditure, liabilities, AP and AR in organized manner for evaluating revenues.

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COMMENTS

  1. What Is Bookkeeping? Everything You Need To Know

    Accounting is the interpretation and presentation of that financial data, including aspects such as tax returns, auditing and analyzing performance. What skills does a bookkeeper need?

  2. 10 Free Accounting PowerPoint Templates

    Needless to say, with millions of employees, there are millions of PowerPoint presentations. No wonder the top 10 accounting firms have invested heavily in building awesome Powerpoint templates. The Accounting Templates will also help you manage your bookkeeping with ease. At Superside, we've collected the top 10 accounting firms ...

  3. Bookkeeping Basics: Debits, Credits, and Financial Statements

    This document provides an overview of basic bookkeeping concepts including debits and credits, cash vs. accrual accounting, T-accounts, the chart of accounts, income and expense accounts, and how to set up journals, income statements, and a balance sheet. It discusses the importance of keeping accurate financial records for a business and ...

  4. Bookkeeping PowerPoint Presentation and Slides

    Presenting our set of slides with Accounting Bookkeeping Automation Use Cases. This exhibits information on five stages of the process. This is an easy to edit and innovatively designed PowerPoint template. So download immediately and highlight information on Transactions Categorization, Filling Receipts.

  5. Free Google Slides and PPT Templates on Accounting

    Download the "Bookkeeping Dashboard" presentation for PowerPoint or Google Slides. The world of business encompasses a lot of things! From reports to customer profiles, from brainstorming sessions to sales—there's always something to do or something to analyze. This customizable design, available for Google Slides and PowerPoint, is what you ...

  6. Bookkeeping PowerPoint templates, Slides and Graphics

    Presenting this set of slides with name accounting bookkeeping services our local and worldwide prestigious clients demonstration pdf. This is a two stage process. The stages in this process are global clients, local clients. This is a completely editable PowerPoint presentation and is available for immediate download.

  7. Must-Have Bookkeeping Proposal Templates with Examples and ...

    Template 10 Online bookkeeping lawyers PPT Presentation file slide template If you want to create a bookkeeping services proposal for a law firm, this template is apt. A law firm must establish a book account and record and balance financial transactions. Also, analyzing audited tax statements is yet another important business task.

  8. Four Steps to Delightful Accounting Presentations

    2. Include a picture related to the topic. Include a picture. For example, if I am presenting to auditors, I might display a picture of someone being bribed. Verbal information is remembered about ten percent of the time. If a picture is included, the figure goes up to sixty-five percent. Quite a difference. 3.

  9. Basic Bookkeeping.

    Download presentation. Presentation on theme: "Basic Bookkeeping."—. Presentation transcript: 1 Basic Bookkeeping. 2 Module One: Introduction. No matter what you do you should really learn to appreciate numbers. Think about it, your age is a number, if numbers didn't exist, neither would your age.

  10. Basic Accounting Principles for Business Presentation

    Free Google Slides theme and PowerPoint template. Accounting plays a key role in companies, since having healthy finances is essential for the viability of your business. If you're an accounting expert, you'd love to help other business owners get the basics so they can manage their finances easily. And to help you do that, we've come up with ...

  11. 10 Ways to Build Top Presentation Skills in Accounting and Finance

    Today's accounting and finance professionals are taking on more strategic roles in their organizations and interacting more frequently with other departments. As a result, strong presentation skills are more critical than ever to make compelling points, package information and explain technical information to non-financial stakeholders.

  12. PowerPoint Design Tips for Accounting Professionals

    PowerPoint Design Tips at a Glance. You can use Guy Kawasaki's 10-20-30 rule to make your presentation concise and make your listeners tune in to you're saying. Kawasaki's PowerPoint rule states that your presentation should not have more than 10 slides, last 20 minutes, and use a 30-point font. Always communicate a story behind your data ...

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    Manual Bookkeeping Options Here are points to consider when setting up a manual ledger or bookkeeping system: • 1. Most businesses have a separate spreadsheet for each month • 2. Income transactions are entered as a positive amount and Expense transactions are often entered as a negative amount • 3.

  14. Book-keeping

    6. WHY BOOKKEEPING? • To keep receipts or other acceptable records of every payment to and every expenditure from our business. • To summarize our income and expenditure records on some periodic basis (generally daily, weekly, or monthly). • To use our summaries to create financial reports that will tell you specific information about our business, such as how much monthly profit you're ...

  15. Free Bookkeeping PowerPoint Template

    The free Bookkeeping PowerPoint Template has an orange background with a symbolic background image of the accountant. Therefore, the template is suitable for presentations about the accounting, balance sheet, financial analysis, etc. This template can be used by accountants, financial managers, teachers and students.

  16. Bookkeeping

    H. Harshana Meedeniya. Whole process of bookkeeping is explained in this ppt. Have simply gone through all the process in such a way that each and every one can understand. Economy & Finance. Slideshow view. Download now. Bookkeeping - Download as a PDF or view online for free.

  17. Basic Accounting Principles Workshop

    Basic Accounting Principles Workshop Presentation . Education . Free Google Slides theme, PowerPoint template, and Canva presentation template . Amazing gradients! What is this template about? Well, it is a design created to be the visual support of a workshop on accounting. It is arranged to explain the basic principles of accounting, although ...

  18. Basics of bookkeeping For Businesses Presentation

    Basics of bookkeeping For Businesses Presentation. May 25, 2022 Accounting, Business. Learn the Basics of Bookkeeping for your Small Business! Our accounting services expert, Trisha White, presented at a CEDA event last night about bookkeeping basics for businesses. Download a copy of the presentation below.

  19. Bookkeeping

    Accurate bookkeeping is also crucial to external users, which includes investors, financial institutions, or the government - people or organizations that need access to reliable information to make better investments or lending decisions. Simply put, business entities rely on accurate and reliable bookkeeping for both internal and external ...

  20. PPT

    Bookkeeping is a subset of accounting under which income, expenditure, account payable, account receivables are to be recorded. Thereafter, their reviewing and corrections are done for maintaining the ledger. All these activities enable a bookkeeper to evaluate the actual financial condition of the small business organization. - A free PowerPoint PPT presentation (displayed as an HTML5 slide ...

  21. Free Accounting Google Slides Themes And Powerpoint Templates

    Download our professional Accounting powerpoint templates to prepare the coming presentation. Google Slides theme templates are also available for free download. 100% FREE! ... We are dedicated to making your work and study much easier than before with professional presentation templates, docs and other office templates. Slidesdocs provides a ...

  22. Accounting Vs Bookkeeping

    Our editable presentation template for Microsoft PowerPoint and Google Slides is the perfect resource for showcasing how Accounting vs. Bookkeeping differ. Related Products Check items to add to the cart or select all

  23. Simple Bookkeeping

    Simple Bookkeeping.ppt - Free download as Powerpoint Presentation (.ppt), PDF File (.pdf), Text File (.txt) or view presentation slides online. Scribd is the world's largest social reading and publishing site.

  24. Research and Publishing Update

    Accounting and Business LawCharles Davis authored "Bringing Creativity into the Accounting Classroom" has been accepted for publication in Strategic Finance (March 2024).Michael Mowchan presented "Audit Firm Leadership Responsibilities and Implications for Audit Quality" at the 2024 Deloitte/KU Symposium in Lawrence, KS (May 2024). Co-authors/presenters include: Timothy Seidel, Aleksandra ...