What we can do for you

The focus is on booking ongoing business transactions within the legally permissible framework. The basis is the evidence and information you provide. We agree together how invoices, bank statements and other documents are handed over in an orderly manner for processing. Unclear processes are collected as queries so that the processing remains traceable.

Organize open items clearly

Unpaid customer invoices and payment transactions that have yet to be assigned are easier to process when receipts and information come together in one place. We support the organizational control of open items and the allocation of information provided. We will determine together which overviews and coordination you need.

A process that suits your business

A craft business organizes its receipts differently than a service company or a growing team. That's why we first look at your existing processes: Where do receipts come from, who checks for completeness and at what intervals are documents handed over? From this we develop a work routine that is suitable for everyday use, instead of adding additional complexity.

Good preparation for your tax advice

Clear responsibilities help to avoid duplication of work. We can support the orderly distribution of processed documents and agreed overviews. Your tax advisor will continue to handle the tax assessment, annual financial statements, tax returns and other reserved activities. For technical tax questions, we refer you to the appropriately authorized contact person.

What information we need to get started

The type of company, the approximate monthly volume of receipts and your previous working methods are helpful for the first conversation. If an accounting system or tax consultancy is already integrated, please let us know. We then discuss specifically which documents, time periods and access are required for the agreed tasks.

Support at a glance

  • ✓Posting current business transactions
  • ✓Structuring the document transfer
  • ✓Organizational open item control
  • ✓Reconciliation of missing information
  • ✓Preparation of agreed document handovers

Transparency before the start

So that you know what you can rely on, we agree on the specific scope before we start. Tell us which tasks you carry out yourself, which documents are available and which specialist advisors are already involved. On this basis we will discuss the appropriate offer.

Services are provided exclusively under § 6 nos. 3 and 4 StBerG. No legal or tax advice.

Frequently asked questions about financial accounting

How often should I hand over my receipts?

The appropriate rhythm depends on your document volume and the agreed tasks. Before we start working together, we discuss when all documents should be available and how queries will be processed.

Can digital and paper receipts be combined?

In principle, different initial forms can be taken into account. It is important to have a clear organization so that documents are not processed twice and information is available in full. We will coordinate the specific process with you.

What happens if a receipt is missing?

Any documents that are missing or cannot be clearly assigned will be recorded as a query. This allows you to keep track of what information is still needed. For a complete process, the relevant evidence must be submitted later.

Will you prepare my annual financial statements?

No. Financial statements and tax returns are not prepared by Finance Balance. Our offer remains limited to legally permissible ongoing and organizational work.