Connect & Setup
Upon signing up, RBK assigns you a success manager. This is the person who will guide you through our services and help you implement solutions that will streamline your finances by linking your bank accounts and profiles.
Transitioning your bookkeeping to a new partner shouldn't be stressful. We've designed a seamless, transparent onboarding process to get your financial engine running smoothly from day one.
Upon signing up, RBK assigns you a success manager. This is the person who will guide you through our services and help you implement solutions that will streamline your finances by linking your bank accounts and profiles.
Each week, your dedicated bookkeeper flags any transactions that need your input. With just a click, you can comment, upload files, or categorize transactions to ensure your chart of accounts is perfectly in order.
Whether you follow cash or accrual accounting, your bookkeeper performs weekly categorization, reconciles, and closes your books by the 15th of each month, delivering reliable financial statements.
With weekly and monthly financial summaries providing real-time insights into your income, expenses, and profits, you'll achieve mastery over your business metrics and securely manage cash flow.