Flagship service
Accounting Support Support for growing businesses that need more structure.
When basic bookkeeping is not enough, FirstLedger Accounting helps create a stronger monthly close process with review checkpoints, reconciliation visibility, AP/AR support, exception tracking, and draft financial summaries.
What Accounting Support Support includes
- Monthly close readiness review
- Transaction and exception review
- Bank and credit card reconciliation support
- AP/AR visibility and open item summaries
- Missing document and receipt tracking
- Draft Profit & Loss, Balance Sheet, and cash movement summary support
- Human review checkpoints before client delivery
- CPA and tax-preparer coordination support
Best fit
Pro is ideal for businesses with:
- Growing transaction volume
- Multiple bank or card accounts
- Receipts and documents across different sources
- AP/AR tracking needs
- Prior-period cleanup concerns
- Need for better monthly reporting discipline
Control framework
Built around monthly close gates.
Pro support is designed to check whether key bookkeeping and accounting steps are ready before reports move forward.
Document Gate
Required documents received or follow-up items identified.
Transaction Gate
Transactions imported, reviewed, and prepared for posting or cleanup.
Reconciliation Gate
Bank and card activity reviewed for matches, differences, and exceptions.
Statement Gate
Draft summaries held for review before client-facing delivery.
Important: Accounting Support Support provides bookkeeping/accounting support and management reporting assistance. It is not audit, assurance, tax filing, legal, or CPA service unless separately provided by a properly licensed professional.