See what changed.
Review income, expenses and the differences between reporting periods. Work through significant changes with your CPA.
Bookkeeping
Bring the recurring work behind your books to an assigned CPA. GYB Connect manages records, reconciliation and reporting, with periodic reviews and direct access to someone who understands your business.
An assigned CPA, working on your books
As your business grows, so does the work behind its financial records. Transactions need context, balances need checking and reports need an explanation.
GYB Connect assigns a Certified Public Accountant to handle the bookkeeping responsibilities in your plan. Your CPA learns how the business operates and stays involved as your records, priorities and questions evolve.
The recurring work we manage
Clear books come from consistent attention across the reporting period. We establish the records, responsibilities and review points your business needs.
We organize the agreed records, categorize activity and follow up on missing information. Your CPA keeps supporting documents connected to the work, so the numbers are easier to trace and explain.
We compare account activity with your records and investigate items that do not line up. Your CPA works with you to resolve questions before they carry into the next reporting period.
We manage the period-close responsibilities and prepare the financial reports in your plan. The reporting schedule gives your team a reliable time to review results and discuss what changed.
Periodic financial reviews
A financial report is more useful when you can discuss it with the person who prepared it. Your CPA helps connect the figures with the decisions your business is making.
Financial reviews, quarterly budgets and what-if planning can be included in the agreed service scope, with a schedule suited to your team.
Review income, expenses and the differences between reporting periods. Work through significant changes with your CPA.
Review actual results against your quarterly budget and identify the assumptions or costs that need another look.
Discuss what-if scenarios around spending, hiring or growth, using your financial records as the starting point.
The detail behind the numbers
Good bookkeeping connects each reporting period with the records behind it: account statements, payment records, expense documents and the explanations for adjustments.
Your CPA helps identify the information needed for the agreed work and keeps open questions visible. Tax preparation and any additional filing work are identified separately in your proposal, so responsibilities stay clear.
Direct access to your accountant
Ask about a report, explain an unusual transaction or discuss a change in your operations. Your assigned CPA brings the context of your ongoing work to the conversation.
Reach your CPA by phone or the consultation channels included in your plan.
Use email or the agreed channels to share context and follow up on records.
Your plan defines reporting periods, consultation frequency and availability.
A plan that fits the work
For midsize and enterprise businesses, we scope the service around transaction volume, account complexity and the information your team needs. Small businesses receive the same personal approach, with a scope suited to their operation.
We agree the bookkeeping tasks, financial reports, document delivery and access to your CPA before work begins. Your proposal sets out the included services and applicable fees.
Explore bookkeeping pricingTell us where the bookkeeping work stands today. We’ll help define the support, reporting and CPA access your business needs.
Available configurations, eligibility and service terms are confirmed in your proposal.