The whole ledger · Wethersfield, CT
Full-Charge Bookkeeping in Wethersfield, CT
One bookkeeper responsible for the whole set of books, from recording each transaction to the reports built from them.
About this service
What full-charge means.
The U.S. Bureau of Labor Statistics splits bookkeeping work in two. Full-charge bookkeepers maintain an entire organization's books, while other clerks handle specific tasks. The bookkeeper keeps the general ledger, records the transactions, posts the debits and credits, and produces the financial statements and reports that come out of it.
Most of the other services on Brittany's list are single pieces of that cycle: transaction categorization, bank and credit card reconciliations, accounts payable and receivable, expense tracking, payroll support, and financial statements. A full-charge arrangement can put those pieces with one person, so the reconciliation, the payables and the month's reports all come from the same ledger, kept by someone who knows how each entry got there.
That shows up at the monthly check. IRS Publication 583 says to reconcile the business checking account each month. When the person reconciling also entered the transactions, a difference points to a specific entry they can go and find, not an argument about whose spreadsheet is right.
Full-charge is also different from ongoing bookkeeping support, which is a separate item on Brittany's list. Ongoing support describes a continuing relationship and how often it runs. Full-charge describes how much of the ledger that relationship covers. Which pieces your arrangement includes is agreed with Brittany before work begins.
This service is part of Brittany's bookkeeping service in Wethersfield, CT.
Before you share records
Bring the situation, not sensitive files.
Use the first conversation to explain what is current, what has fallen behind, and what you want help understanding.
- Which parts of the books are handled today, and by whom?
- Which bank and card accounts feed the ledger?
- Who approves payments and follows up on overdue customer balances?
- Which questions go to your tax professional?
Watch instead
Full-Charge Bookkeeping explained in a few minutes.
Common question
When does full-charge bookkeeping make sense?
When the owner is doing the books late at night, or three different people each touch part of them and nobody owns the whole picture. If the books are months behind, a cleanup and catch-up project usually comes first, so the recurring work starts from a period you trust.
Sources
- Occupational Outlook Handbook, bookkeeping clerks (U.S. Bureau of Labor Statistics)
- Publication 583, Starting a Business and Keeping Records (IRS)
Questions before the first call
What business owners usually want to know.
What does full-charge bookkeeping cover?
The whole set of books: recording transactions, keeping the general ledger, and producing the statements and reports that come from it. The exact list for your business is agreed with Brittany before work begins.
How is it different from hiring separate help for reconciliations or payroll?
Separate helpers each see one slice. A full-charge bookkeeper keeps the ledger those slices feed into, so reconciliations and reports come from one set of records. If you only need one piece, Brittany also offers several of them on their own.
How often should the accounts be reconciled?
IRS Publication 583 says to reconcile the business checking account each month. Confirm with Brittany how often each bank and card account is reconciled in your arrangement.
Does Brittany work in QuickBooks Online?
Yes. Bookkeeping in QuickBooks Online is on her service list, and she is a Certified QuickBooks ProAdvisor.
Can a Hartford County business hire Brittany for full-charge bookkeeping?
Yes. Brittany Rose Bookkeeping is based in Wethersfield and serves businesses across Hartford County, Monday to Friday, 9:00 AM to 6:00 PM.
Start with a conversation
Ask about full-charge bookkeeping.
Call to explain what is current, what is behind, and what you want the records to help you see.