A financial foundation you can rely on.
Every useful forecast, margin analysis or management report starts with accurate books. AMG Global provides monthly bookkeeping and accounting support, with specialist delivery resources working under direct principal oversight.
When the books are behind, every decision is made on estimates.
Many growing businesses outgrow the bookkeeping arrangement they started with. Transactions are categorized inconsistently, reconciliations fall behind, and month-end becomes a scramble. The owner ends up with financial statements that are late, hard to trust, or both.
Common signs
- Bank and credit-card accounts are not reconciled monthly
- The chart of accounts no longer reflects how the business operates
- Receivables and payables are tracked outside the accounting system
- Financial statements arrive weeks after month-end, if at all
A structured approach, led by the principal.
- 01
Review the current file
Assess the QuickBooks file, chart of accounts, open reconciliations and historical clean-up required before monthly work begins.
- 02
Set the structure
Agree a chart of accounts, coding conventions and a month-end checklist that reflects how the business actually earns and spends.
- 03
Run the monthly cycle
Record, reconcile and close each month on a consistent timetable, with specialist resources delivering under AMG Global review.
- 04
Hand over usable statements
Provide financial statements and A/R and A/P reporting that are ready to support management reporting and analysis.
What you receive.
- 01Monthly bookkeeping and transaction coding
- 02QuickBooks setup, cleanup and catch-up
- 03Bank and credit-card reconciliations
- 04Month-end close checklist and support
- 05A/R and A/P ageing reports
- 06Chart of accounts review and restructure
- 07Monthly financial statement preparation
- 08Bookkeeping oversight for existing in-house staff
Final scope is agreed in writing for each engagement.
- Owner-led businesses whose bookkeeping has fallen behind or become inconsistent
- Companies moving from a part-time bookkeeper to a more structured monthly close
- Businesses that already have a bookkeeper but want senior review and oversight
How the work is usually arranged.
Clean-up project
A defined catch-up or restructuring project scoped after reviewing the current file.
Monthly support
Ongoing monthly bookkeeping and close on an agreed timetable.
Oversight only
Periodic review of work performed by an internal or third-party bookkeeper.
AMG Global does not provide audit, review engagements, assurance, or tax preparation and filing. Where these are needed, we work alongside your external accountant.
Discuss accounting & bookkeeping for your business.
A first conversation is an opportunity to describe where the business is, what is not working, and what you need. You will speak directly with the principal.