If my client has loans, will you split the interest & principle and then reconcile back to the loan statement / amortization table?

In short, splitting of transactions is NOT part of Rapid Write-Up service.

Splitting of transactions into separate categories/accounts is not included in the Annual Rapid Write-Up or the Quarterly Rapid Write-Up service offerings. If this is a requirement for your client, you might consider booking an adjusting entry at year end, or using our monthly bookkeeping service to support this client’s needs.