Entering accurate information and reconciling all the accounts enables private individuals and business owners to have information at their fingertips for timely Tax preparation, and for making basic financial decisions. 

It is important to set up financial software, and a chart of accounts for recording and reconciling financial accounts that include transactions such as expenses, income, credit card transactions, loans, interest expenses, bank transfers, bill payments, invoicing, and more. 

We provide reconciled information monthly that can be used by you and your Tax preparer. The information generated can also be used for financial analysis by IMB, if you would like to enroll in our Enhanced Accounting service.