How It Works

From Messy Bank Activity to Clean, Trackable Books

BS Accounting starts with bank statement activity, matches items already in your current accounting software, flags missing transactions, keeps questions attached to the transaction, and moves work toward review-ready books.

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The Simple Version

A lot of bookkeeping gets messy because nobody knows what is done, what is waiting on the owner, and what still needs review. BS Accounting makes the work visible, trackable, and easier to finish.

The goal is practical: fewer repeated questions, cleaner handoffs, better records, and books that tie back to the bank.

The Workflow

Start with bank truth

Bank statement activity becomes the starting point for cleanup, coding, matching, and review.

Match what already exists

BS Accounting helps match items already in your current accounting software.

Route missing items

Unmatched transactions can be routed for owner questions, receipt capture, invoice review, coding, or staff help.

Keep questions attached

Transaction-level chat keeps the question, answer, document, and decision together.

Review and finish

Each item moves toward a clear status, next action, and review-ready result.

Built for Flexible Help

DIY

For clients who want structure and visibility while doing most of the work themselves.

A Little Help

For clients who do what they can while BS Accounting staff jump in when items get stuck.

Consider It Done

For clients who want BS Accounting to handle as much as possible and ask only what needs owner input.

Built to Grow Into a Full Accounting System

BS Accounting can begin as cleanup and workflow visibility while working with your current accounting software. Over time, it is being built to become a complete accounting suite.

Core cleanup

Bank matching, transaction review, questions, receipts, invoices, and supporting records.

Future modules

Payroll, sales tax reporting, payroll tax reporting, subcontractor reporting, and benefits tracking.

Reporting

Dashboards and review tools that help owners understand what is done and what still needs attention.