Monthly Tasks and Communication with Pocket

What should you do on a monthly basis?

1. Upload Bank Statements:
   • Ensure that all bank statements are uploaded to keep your financial records up to date.
2. Review Financial Statements:
   • Start with the Income Statement and work your way down to ensure all entries are accurate and complete.
3. Track and Reconcile Inventory:
   • Add comments to the Balance Sheet under the Inventory line item and provide the value from your physical count if you want your inventory to be reconciled.

What does the Pocket team do?

1. Weekly Data Connection and Quality Check:
   • Pocket performs a weekly data connection and quality check, including matching payments to invoices.
2. Monthly CPA Review:
   • Pocket conducts a monthly CPA review during the first two weeks of the month to ensure all financial data is accurate and compliant.

Best Ways to Communicate with Pocket

1. Comments:
   • Use comments to communicate specific details or questions about your financial statements.
2. Help Icon:
   • For general queries or support, use the Help icon located in the lower right corner of the Pocket interface.