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Behind On Your Books,
Business Owners?

Let Me Rescue Your Financials Today!

Behind On Your Books,
Business Owners?

Let Me Rescue Your
Financials Today!

Large Business Owners/CEO’s: Why Bank & Credit Card Reconciliation Still Matter

by | May 17, 2021 | Accounting, Bookkeeping


Owning and operating a $1M to $75M+ company per year is no easy feat. I know, because we act as the CFO for that largest of clients handling everything accounting for them…from reconciliation to reporting and taxes.

When it comes to keeping your business financials in order, it doesn’t get any easier. 

As the Top Rated Local® Master Bookkeeper & Expert Accountant of 15+ years, even my largest clients, the $75M in annual revenue one, can sometimes struggle in different ways with complex bookkeeping and accounting obligations. 

But how does this relate to me? In fact…

As the owner and operator of your business, or the executive & department head of your accounting/tax department, it’s on your shoulders to make sure the business or firm not only survives but thrives no matter what it faces. 

Positive cash flow, as well as bank account errors, credit card statements, fraud detection, and fraud deterring, is all on you, your business, and your accounting department. 

This is why an Expert Bookkeeper and Master Accountant like me is so vital to the success (and survival) of your thriving business or company.


How do you keep your business or company’s financials in order, account for how every penny is being used, and create positive cash flow through your business or accounting department?

One way is through routine bank and credit card reconciliations, but…

Do you have time to do that yourself or worse, micromanage your employee who is supposed to be running that department?

Of course you don’t.

When you’re generating revenue of: $1M to $75M+ per year, you’ve got bigger levers to pull keep scaling your business.

Instead, hand off your entire balancing process–bank account and credit card reconciliations to a Virtual Master Bookkeeper and Accountant like me as soon as possible.  No more delays, no more procrastinating.

Let a professional bring your books current the very first time….and deliver spot-on reports weekly, monthly, quarterly, or most importantly, whenever you need them–in real time. Need them for a Friday evening meeting, Financial Presentation to the Board of Directors, Ownership or Investor group, or to the Bank for a loan? No problem. I make sure they are precise, in the format you want and…presentable.

But before you do that…  

Whether you’re like our largest $75M client or scaling towards that size it’s still important to know:

Why is bank and credit card reconciliation important?

There are a number of reasons, but in this post we’ll focus on a chosen few. As an accounting process (which I Master as your virtual Bookkeeper & Expert Accountant all, for a third-of-the-cost-for-a-CPA), reconciliation essentially balances out your business accounts so that the numbers are in agreement. Another way to put it is to make sure all of your accounts tell the same “cash-flow story” from when the money entered your business to when it left. 

Usually, you can reconcile your accounts in one of two ways: 

#1. Analytics Review

Businesses make an educated guess on what should be in each account, and then verify this inside the actual accounts. 

#2. Documentation Review

The bank transactions are matched with the actual transaction paper trail, adjusting and fixing any mistakes or errors along the way.  Sounds easy enough and can be if you’re not a multi-million dollar company, But…

This process when dealing with complex financials, is not easy, but it has to be precise…every time.   

That’s why it’s imperative to have a Master Bookkeeper and Accountant in your corner managing this for you on a weekly, monthly, and quarterly basis. 

3 Benefits of Routine Bank and Credit Card Reconciliation

#1. Detect Fraud 

Once fraud has occurred in your business, there is very little you can do to remedy it’s collateral damage to your financials, reputation, or peace of mind. 


Bank and credit card reconciliations help you see the red flags BEFORE fraud devastates your business. 

Will you reconcile your accounts, daily, weekly, or bi-monthly? You’ve got hours of business obligations to manage. 

Financial inconsistencies and reporting inaccuracies show up on reconciliations, as long as you are completing them routinely.

#2. Avoid Admin Errors

Did you know administration errors and problems cost businesses thousands of dollars in lost revenue? This is why it’s important that bank and credit card reconciliations be completed routinely. Weekly or monthly at the very least.

As your Expert Bookkeeper & Master Accountant, I’ve saved my clients a ton on simple and complex, effective account reconciliations each month. I’ve detected and deterred fraud. And I’ve identified and fixed errors that retained cash in the business.  

How you handle your cash flow through accounts payable and receivable could mean the difference between a profitable business and a failed business. 

Get your financials right and manage them properly to increase your chance for success as a accounting department head of your firm or business owner. Collaborate with me to make sure there are absolutely no errors.

#3. Reduce Mistake Impact

Inevitably mistakes will be made. No business owner is perfect. However, bank and credit card reconciliation allows to reduce the impact of mistakes ten-fold because you see it coming. 

For example…

If you can catch fraud before it happens or before it gets too big. You can save yourself and your business a great deal of time, energy, and money. 

With an Expert Bookkeeper and Accountant, like me, you can deter costly errors completely. Forensic account and credit card reconciliation paired with consistent analysis and reporting of financials makes it near impossible to make mistakes.

How do you run your accounting department error free?

You trust a Master Bookkeeper and Accountant to reconcile your bank and credit card accounts right the very first time.

Large Business Owners & CEO’s: Contact Your Expert Bookkeeper & Master Accountant Today

With 15+ years as a Master Bookkeeper & Expert Accountant, let me bring your financials current for your entire company-the first time. I provide that laser focused bookkeeping services and accounting services your big business/accounting department needs all for a third of the cost. 

As your Virtual Bookkeeper and Accountant who serves the largest companies and business owners in Maryland, Northern Virginia, the Greater Baltimore area and DC, let me rescue your books.

Stop throwing money out the window trying to manage your own accounting department. Start leveraging me, that diamond in the rough Bookkeeping and Accounting Expert–maximizing 15+ years of in-the-trenches.  Let me use every tool and leverage my in-house CPA to maximize tax shelters while I reconcile your entire company’s financials–reconstructing or re-creating whenever necessary.



I am so happy I found Kendra and her bookkeeping and CPA services! They have been so efficient, reliable, friendly and accessible. I was previously with another company for 30 years and do not regret making this change.

-Jan P.



My company engaged Kendra for bookkeeping and accounting services and I am very happy that we did. Kendra is a pleasure to work with and always accommodating via phone or on our Zoom meetings.

-Londin H.



Furever Bookkeeping has been our financial savior. Our small business went through several bookkeepers before hiring Furever Bookkeeping. Furever Bookkeeping has been responsive, adaptable, and provided excellent communication throughout the pandemic. The level of customer service we have experienced is unmatched for a small business such as ours.

-Orman M.



Kendra brought years of my business’s financials current and balanced my books quickly. She and the whole furever bookkeeping squad know what they’re doing. Helped my business exponentially.

-Charlie U.



Kendra served as our law firm’s outside, independent bookkeeper. When she started working for us she inherited financial books that were a complete mess. She was able to straighten them out and, since then, has kept our books accurately and complete. I can ask her at anytime where we stand financially and she can tell me instantly. She is very personable and a delight to work with. During her tenure working with us, even though she was an independent contractor, she became our firm’s CFO. I do not hesitate to recommend her.

-Fred P.



The entire Furever Bookkeeping team helped my Consulting Firm and me streamline our Accounting system using technology for efficiency sake. This saved us a ton. Kendra and her team are gems.

-Patricia F.



Kendra has been instrumental for our business. If you are looking for an accounting team that is professional, timely, and great at communicating call Furever Bookkeeping. They were a life saver for my company!

-Renee D.



Kendra’s team is top notch and reconciled back years under budget. Thanks to the entire team. We continue to grow as a direct result of her knowledge and strategy.

-Brian D.

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Kendra Moore
Owner/Master Bookkeeper
Expert Accountant

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Our clients range in annual revenue from $200K up to in excess of $75M+. Simple or complex financials across MULTIPLE industries are our Core Capabilities.

About Me

Furever Bookkeeping & Accounting Services brings 15+ years of Expert Bookkeeping & Master Accounting to each of our clients. Kendra Moore and her team have over 37 years experience in: Bookkeeping & Accounting. Serving MD, VA, DC, DE, PA & Surrounding Areas.

Our Certifications

We are approved Accounting & Bookkeeping Federal Government Contractors, DUNS #079524284, as well as for the State of Maryland, NAICS #541219.

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