Reconciling accounts: comparing bank, credit card, and loan balances to your accounting software.

Classifying transactions: applying all transactions (expenses and revenue) to the correct account in your Chart of Accounts. This will assist your CPA with your year-end tax preparation.

Analyzing financial reports: identifying discrepancies, uncharacteristic spending, etc.

Attaching receipts to corresponding expenses: documenting proof of each expense.

Chasing and collecting overdue invoices: keeps your accounts receivable low and your cash flow high.