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TaxToTradePankaj Surender & Co.

Bank Reconciliation

Monthly bank reconciliation to identify discrepancies and maintain accurate cash records

Overview

Bank reconciliation matches your book balance with bank statement balance, identifying timing differences, errors, and unauthorized transactions promptly.

We perform monthly reconciliation across all bank accounts, flag discrepancies, and provide a clear reconciliation statement for management review.

Key Benefits

Error Detection

Catch recording errors, duplicate entries, and bank charges promptly

Fraud Prevention

Identify unauthorized transactions or withdrawals quickly

Accurate Cash Position

Know your exact cash position after clearing pending items

Audit Compliance

Clean reconciliation statements ready for auditors

Our Process

1

Statement Collection

Obtain bank statements for all accounts

2

Matching

Match book entries with bank statement line items

3

Identify Differences

List unmatched items, timing differences, and errors

4

Reconciliation Report

Prepare BRS statement with action items

Documents Required

  • Bank statements (all accounts)
  • Cash book/bank book
  • Cheque issue register
  • Online payment records

Frequently Asked Questions

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Talk to our experts today for personalized guidance.