HERITAGE LEDGERS
YOUR TRUSTED BOOKKEEPING RESOURCE
Let us help you maintain your books of accounts; giving you time to manage and grow your business.
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Reliable, timely, and accurate financial information - always available online.
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Actively track cashflows, receivables, payables, and a host of other financial data.
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Lower costs; no full-time accounting staff needed.
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No reliance on single or key person.
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Lower investment in hardware/software and it's maintenance/updates.
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Focused professional service and advice.
OUR SERVICES
STEPS TO OUR PARTNERSHIP
We sign a Service & Confidentiality Agreement and proceed with the following:
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Configure cloud-based online accounting software for your business.
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Prepare chart of accounts in line with management reporting requirements.
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Set up vendor and customer accounts containing contact details and addresses.
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Set up parameters (applicable taxes, due dates, etc.) for purchase orders, sale invoices, and other memos.
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Integrate software with bank statements, cashbook, vendors, customers, and point-of-sale apps .
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Construct dashboard for snapshot of business data.
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Commence daily bookkeeping services.
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Cloud-based bookkeeping on QuickBooks & Xero.