Collaborative Accounting Framework™
The Framework comprises two halves—Pre-Accounting Tasks and Accounting Tasks.
- You (the client) are responsible for completing the Pre-Accounting Tasks—and the smaller microtasks that sit within each task.
- We (Wellness Financial) take care of the Accounting Tasks and microtasks.
Pre-Accounting Tasks
- Creating and sending Estimates and Proposals
- Managing Projects
- Tracking time and paying people
- Creating and sending Invoices
- Chasing Payments
- Categorizing Expenses and Bills
- Uploading receipts and statements
- Completing the Handover Document to confirm completion and flag anything unusual
Accounting Tasks
- Matching bank transactions
- Reviewing transactions
- Reallocating as needed (Journal Entries)
- Running Financial Reports
- Reviewing Reports for accuracy
- Interpreting financial results
- Advising clients on their performance and strategies for growth