Financial Services
Bookkeeping
Bookkeeping is an essential service for maintaining accurate and up-to-date financial records. Whether for a small business or personal finances, we ensure that all transactions are recorded and categorized correctly, making tax season a breeze.
Benefits: Bookkeeping services help clients stay organized, maintain compliance, and make informed financial decisions.
Services Include
Daily Transaction Recording
Keeping track of all financial transactions, including sales, purchases, and expenses.
Bank Reconciliation
Matching your financial records with bank statements to ensure accuracy.
Expense Management
Categorizing and managing expenses to help keep track of budgets and financial goals.
Financial Reporting
Generating monthly and quarterly reports to give clients a clear picture of their financial situation.
PASTEL Accounting
PASTEL is an accounting software widely used for small businesses, and we provide support for companies looking to streamline their financial management using this tool.
Benefits: PASTEL’s powerful tools help clients with efficient bookkeeping, generating reports, and maintaining financial accuracy.
Services Include
PASTEL Setup & Training
Helping businesses set up and customize their PASTEL accounting system, along with training on how to use it effectively.
Bookkeeping & Financial Manager
Keeping your PASTEL records up to date with accurate bookkeeping practices, including invoicing, payments, and receipts.
Financial Reports & Analysis
Providing insightful reports using PASTEL’s features to help you understand your business’s financial health.
Tax & Year-End Reporting
Ensuring all transactions are correctly recorded, and assisting with year-end procedures and tax filings.
QuickBooks
QuickBooks is a widely used accounting software that caters to businesses of all sizes. We assist clients with everything from QuickBooks setup to ongoing support, ensuring that financials are kept in order.
Benefits: QuickBooks simplifies accounting tasks, offering easy-to-use features for tracking finances, creating reports, and managing taxes.
Services Include
QuickBooks Setup & Configuration
Initial setup of QuickBooks for businesses, including customization to suit your specific needs.
Data Entry & Bookkeeping
Ensuring all income, expenses, and invoices are recorded accurately in QuickBooks.
Financial Reporting
Generating real-time financial statements, such as balance sheets, profit and loss reports, and cash flow statements.
Tax Filing Support
Helping businesses prepare and file taxes by ensuring their QuickBooks records are accurate and complete.
Why Choose Pocket Assistant for Your Finance Needs?
Our team is committed to providing the highest level of support and tailored solutions for your business needs.
Expertise:
We have a skilled team with extensive experience in using major accounting software like QuickBooks and PASTEL
Accurate & Reliable:
Our attention to detail ensures your financial records are always accurate and compliant with local regulations.
Cost-Effective:
We offer affordable solutions for small businesses and entrepreneurs, making quality financial services accessible to all.
Customized Support
We provide personalized support based on your specific
business needs, whether you’re just starting or need ongoing financial management services.