Using our detailed “Check-point” system, we continue
working for you, throughout the year to correct reporting problems
before they have time to escalate. Financial Statements should be
reviewed and maintained for completeness, accuracy and integrity.
Some of the areas covered as part of this service include:
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Running diagnostic tests on QuickBooks
data files
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Analyzing subsidiary account balances
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Analyzing transactions and general ledger
postings
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Analyzing bank reconciliations
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Recommending changes to transaction classifications
and or allocations
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Analyzing and recommending changes to
the Chart of Accounts or other areas for improved financial
reporting and business management
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This service is ideal for companies who handle their bookkeeping and accounting functions “in house” but who understand the value of having this information reviewed by our experienced staff. Maintaining accurate and up-to-date financial information provides business owners with the information needed to keep their businesses on track. This process also takes the mystery out of “tax time” since questions and concerns are addressed in a timely manner throughout the year.
Monthly or Quarterly review services are available. The completion
of monthly bank, credit card and other account reconciliations may
be added to this service in order to provide small business owners
with more complete internal controls.
Pricing
Monthly/Quarterly Review Services
Based on the size and complexity of the business. Please
contact us for details.