Category Archives: Bookkeeping

Top 10 Fintech Software Solutions for Growth in 2025

While a general accountant can handle basic bookkeeping, a specialist who understands the tech landscape brings a whole different level of value. Think of them as a strategic partner who speaks your language—from SaaS metrics and R&D credits to equity compensation and investor reporting. Choosing a specialist means you get advice tailored to your unique […]

How to Prepare a Statement of Retained Earnings: Step-by-Step Guide

This statement helps assess funding for future expansion, demonstrates a reinvestment strategy to investors, and informs creditors about financial stability. It’s typically prepared at the end of each accounting period, along with the income statement and balance sheet. The statement of retained earnings outlines the changes in retained earnings over a specific period. Understanding this statement […]

How to Do Bank Reconciliation in Excel with Easy Steps

While your online statement might show one number, your actual cash position could be very different. Unprocessed transactions—like uncleared checks or pending deposits—can create financial blind spots, potentially leading to overdrafts or inaccurate reporting. Automating bank reconciliation can reduce the cost of processing and auditing. Time-saving A bank reconciliation reconciles the bank statement with the […]

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