Bookkeeping processes at Apex Accountants

The first question that any client asks is about our bookkeeping process. First, to be clear, we use both cloud-based and paper-based methods.
For clients interested in automation, we offer comprehensive cloud solutions like the integration of Xero and Quickbooks. This automates transaction reconciliation and expense categorisation. Moreover, small businesses and startups can greatly benefit from real-time financial insights, as reports like profit and loss and cash flow are generated instantly.
For traditional preferences, our expert accountants manually record receipts and invoices. Although manual, our meticulous team provides accurate data entry services and regular audits. Daily tasks include recording transactions, tracking expenses, and reconciling bank statements to maintain financial accuracy.
This dual approach maintains accurate, compliant records, addressing common pain points like disorganised financial data and missed transactions.