Statement Review
Home | Quarterly Accountant Review
If you’d prefer to handle your bookkeeping in-house, but would like the comfort of having your books periodically looked over by a degreed accountant for accuracy, we can help.
Our Financial Review* Services include:
- Coding and Categorization of "question" transactions. (i.e. "Ask My Accountant")
- Review of Note Payable/Loan amortizations and deductible interest expense against third party statements
- Analysis of large purchases for potential depreciation deductions
- Review of Payroll Expenses for accuracy
- 1 Hour of Accounting Software Training or process consultation for your staff
- Review of Balance Sheet accounts for reasonableness
- Written report of comments or corrections will be provided to you if any are necessary, plus a 1 hour follow-up call of the results of the review.
- Recommendations on how you can use QuickBooks/Xero (or other third party apps) to streamline your monthly accounting processes.
- Variance Analysis of Income Statement Revenues and Expenses for missing or miscategorized transactions.
- Review of Accounts Receivable and Accounts Payable
- Review of General Ledger income tax account mappings
*Please note that this review service does not constitute a formal attest engagement. Should you require attestation services, let us know, and we can provide you a free referral to accounting firms providing this service.
