Bank & Credit Card Reconciliation

Bank & Credit Card Reconciliation

The reconciliation of your bank and credit card accounts is potentially the most fundamental and yet most important step in proper bookkeeping. That is why SBS takes it so seriously. By reconciling your bank accounts on a regular basis, SBS will help you:

    • Identify lost checks or missing deposits
    • Better detect and prevent embezzlement of your funds
    • Avoid excessive or unjustified bank fees
    • More quickly detect fraudulent activity
    • Know your books are accurate and up to date

Whenever possible, SBS reconciles on a monthly basis. Bank statements and reconciliation reports are saved and kept as part of each client’s records.

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Testimonials

Theo Gilbert-Jamison, Chief Executive Officer of Performance Solutions by Design

“Your team is so incredible! You are very professional, very accurate in your work, and always proactive in helping your clients be better.”

Mike Lauter, operations director of First Presbyterian Church of Douglasville

“Having SBS help us transition to the cloud has been tremendous. It has also been a savings in cost. They have also helped us significantly reduce our paper usage.”

Kevin Caiaccio, owner of The Caiaccio Law Firm, LLC

“We handle a lot of client’s money – sometimes tens of millions of dollars. Knowing that you are accounting for it on a weekly basis helps me sleep at night.”

Roy Smith, owner of RA Asphalt

“When you guys first came, I was overwhelmed administratively. Things were chaotic. You guys came in with a game plan. It was a breath of fresh air.”

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