FINANCIAL REVIEW
Once Equility is connected to your QuickBooks Online account, we review your financial statements for a wide range of potential issues, including but not limited to:
- Bank & Credit Card Reconciliation Status
- Depreciation & Amortization Entries
- Uncategorized Asset Listings
- Undeposited Funds Balance
- Entity-based Equity Allocations
- S-Corp Payroll Regulations
- Clearing Accounts / Uncategorized Transactions
Our platform then provides you with a financial review summary, which can be reviewed in-house or downloaded as a PDF to share with clients or financial professionals.
ADVANCED BANK RECONCILIATION FEATURE FOR QBO
Bank reconciliations can be extremely tedious and time consuming when you have more than a few transactions.
Our software allows you to sync transactions directly from your bank account or to pull in your bank statements via CSV.
Once the transactions are within Equility, our algorithm will automatically match the transactions in QBO to your bank statement, saving you valuable time. If there are transactions missing within QBO (or duplicate transactions) our software will point this out to you, ensure that your reconciliation is completed accurately, every time!
QUESTIONS/COMMENTS/SUGGESTIONS
Please reach out to us at
[email protected]
