How a journal
is posted.
Five entries from journal to close — the same method whether the account is a single return or a practice.
The tape
run.
Each entry produces a record — that's how journals stay posted, not just open.
Journal filed
The client states the account and the book; the office answers with a written journal — book, entry and timeline named before posting.
Book posted
The book posts to the tape — account and timeline marked, the journal updated before the entry runs.
Entries run
The work runs under the journal — entries filed, balances updated, status reported, everything posted to the same tape.
Statements issued
The client receives the account — balances and status reported on a set cadence, not on request.
Journal closed
The journal closes with the tape reconciled — entry, balance and sign-off handed over and kept for reference.
Rules the office
posts by.
Journaled first
No entry before the journal — a written account in place of a handshake.
Tape over memory
Entries and balances live on the tape — the record, not recall, is the truth.
Posted entry
Accounts and statuses checked before posting — the book stays open only if it's balanced.
Account-safe
Records and statements handled under the office's confidentiality terms — segregated, disclosed only as required.
Journal handed over
Entry, balance and sign-off go to the client at close — the record is theirs.
Scope is plain
What's accounted and what's not is stated on the journal — exclusions named, not assumed.
Asked at
the office.
Describe the account and the book — the office answers with a written journal including book, entry and timeline. Nothing posts without the journal on file.
Both run on the same tape — certified work posts under one book, bookkeeping under another. The journal names which book.
A written deliverable — book posted, entries filed, balance stated with the account named. It goes on the same tape as the rest.
Frequently — a business that needs both audit and payroll touches two books. The journal names the books and the account runs as one tape.
File the journal,
on the tape.
Describe the account, the book and the timeline — the office answers with a written journal.
File a journal