Workflow Solutions
CPA-Led Process Automation for Accounting and Compliance Work
G&S helps businesses reduce manual work, keep records organized, improve recurring accounting tasks, and make compliance easier to manage.
G&S Accountancy provides CPA-led process automation for recurring accounting and compliance work. Offerings include bank reconciliation workflow improvement, IFTA preparation support for trucking operators, a client document portal for organized engagement workflows, and ACA reporting support for employer compliance.
Workflow Solutions
Bank Reconciliation Workflow Improvement
The Problem
Staff spend too much time turning bank statements into usable transaction data
Month-end close gets delayed because bank activity is still being organized
Different people code similar transactions differently, creating inconsistent books
PDF statements arrive late, causing cleanup to pile up near tax season
What Changes
Statement activity becomes easier to review, categorize, and close each month
Transaction categorization becomes more consistent
Missing, unusual, or misposted items get identified earlier
Less time on repetitive transaction handling, more time on review and advisory
G&S helps businesses improve the bank reconciliation process by turning statement activity into a cleaner, more reviewable workflow. That means less manual coding, faster month-end close, and earlier visibility into issues that would otherwise surface late.
Best For: Businesses with recurring bookkeeping work, multiple accounts, or high transaction volume.
Workflow Solutions
IFTA Workflow Support
The Problem
Quarterly IFTA work becomes a scramble when mileage and fuel records are scattered.
Handwritten driver packets are slow to summarize and easy to misread.
Manual state-by-state mileage allocation is tedious and hard to standardize.
Owners lose time on paperwork instead of focusing on fleet operations.
What Changes
Mileage, fuel, and driver-packet records become organized into a repeatable process.
State-by-state mileage review gets cleaner support.
Gaps or mismatches are spotted earlier in the quarter-end workflow.
Documentation quality improves for compliance support and audit readiness.
G&S helps trucking and logistics companies turn mileage, fuel, and driver-packet records into a more organized IFTA process. That means less quarter-end scrambling, better support for state mileage, and a cleaner compliance workflow for interstate operations.
Best For: Interstate trucking and logistics operators handling driver packets, fuel records, and multi-state IFTA compliance.
Workflow Solutions
Client Document Portal
The Problem
Clients don't know where to send documents, and staff waste time repeating instructions.
Important records get buried in email threads and are hard to track.
Engagement letters and signature packets slow down when there's no clear signing workflow.
Tax season becomes chaotic when document collection isn't organized.
What Changes
Clients get one organized place to send records, respond to requests, and sign documents.
Back-and-forth communication and repeated follow-up are reduced.
Document collection speed and clarity improve.
Engagement letters, signatures, and client approvals move faster.
G&S gives clients one organized place to send records, respond to requests, sign engagement documents, and stay on top of next steps. The result is less back-and-forth, fewer missing items, and a smoother workflow across tax, bookkeeping, and compliance engagements.
Best For: Tax, bookkeeping, compliance, and document-heavy engagements.
Workflow Solutions
ACA Reporting Workflow Support
The Problem
Payroll and benefits exports don't arrive in a filing-ready ACA format.
ACA reporting turns into a year-end spreadsheet exercise with high manual rework.
Monthly coverage logic and affordability calculations create review delays.
Output preparation for filing is slowed by formatting and correction work.
What Changes
Payroll and coverage data gets organized into a more manageable 1095-C and 1094-C preparation process.
Spreadsheet handling and duplicate rework are reduced.
Review readiness improves before filing or final sign-off.
Employers stay more organized when ACA reporting season arrives.
G&S helps employers streamline recurring ACA reporting work by organizing payroll and coverage data into a more manageable 1095-C and 1094-C preparation process. The result is less spreadsheet rework, more consistent reporting support, and a cleaner year-end compliance workflow.
Best For: Employers with recurring ACA reporting obligations, especially groups needing a cleaner year-end 1095-C and 1094-C workflow.
FAQ
Frequently Asked Questions
Answers to common questions about our bank reconciliation services.
Monthly reconciliations are the standard for most businesses. A consistent monthly cadence prevents errors from compounding, keeps your records accurate, and ensures you always have a clear picture of your cash position. For high-volume accounts, more frequent reviews may be beneficial.
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