Bookkeeping findings
Understand where your books stand today. We identify issues in your records, including areas that may need correction, reconciliation, or catch-up work.
A CLEAR FIRST STEP
A clearer picture of your books.
Understand what your books need and what it will take to move forward.
Before beginning cleanup or ongoing monthly services, it’s important to understand the current condition of your financial records. Our $250 Bookkeeping Review assesses your existing books, outlines recommendations for what needs attention, and provides a customized quote for the work we recommend.
You’ll know what we found, what needs to happen next, and what it would cost to have our team take care of it.
Let’s Talk ↗WHY START WITH A REVIEW?
Recommendations based on your actual books.
Every business’s bookkeeping is different. Some records need ongoing maintenance; others include unreconciled accounts, transactions that need correction, or several months to catch up on.
Rather than guessing what the work will involve or quoting before understanding your books, we review your records first. That allows us to recommend services based on what your business actually needs.
WHAT’S INCLUDED?
Know what we found and what comes next.
We focus on understanding the condition and complexity of your existing bookkeeping. Depending on your business, we may examine account balances, reconciliations, transaction activity, outstanding bookkeeping issues, and additional tracking or reporting needs.
Recommended services
Know what it will take to move forward. We explain what needs to happen and which bookkeeping services we recommend, whether cleanup, monthly bookkeeping, or both.
Customized quote
Know what the recommended work will cost. We prepare a customized quote based on our findings and the scope involved, so you can decide whether to proceed.
THE REVIEW PROCESS
Understand your options before choosing a path.
Let’s talk
We start with a conversation about your business, bookkeeping concerns, and what you’re hoping to accomplish.
Review your books
If we agree to move forward with the review, we’ll request QuickBooks Online access and the information needed to assess your records.
Prepare our findings
We evaluate the condition of your books, identify what needs attention, and develop recommendations and a quote.
Walk through the results
We discuss what we found, explain the work we recommend, and answer your questions so you understand your options.
The review identifies and recommends the work needed. Any bookkeeping cleanup or ongoing bookkeeping services are separate.
WHAT HAPPENS AFTER?
You decide what comes next.
Once we’ve walked through your findings and quote, you can choose to move forward with cleanup, begin monthly bookkeeping, or have our team take care of both. You may also decide not to proceed.
Either way, you’ll have a clearer understanding of your books’ condition, what needs attention, and the work involved in getting them where they need to be.
We consider transaction volume, number of accounts, the condition of your records, and any additional bookkeeping needs specific to your business. We primarily work in QuickBooks Online and serve service-based businesses throughout the United States.
READY TO UNDERSTAND WHAT YOUR BOOKS NEED?
You don’t need to know exactly what’s wrong before reaching out.
We’ll start with a conversation about your business, what you’d like to accomplish, and whether we’re a good fit to work together.