QUICKBOOKS REVIEW
If we haven’t had an intro call yet, click below for a NEW CLIENT CALL. That’s the first step.
so what is the next First step?
Shoot me a message to let me know you’re ready to launch a review!
Soon after, I’ll send over a service and confidentiality agreement for you to review along with a payment link to complete the one-time payment for the review and its deliverables.
I’ll start reviewing your books within a couple days of our agreement steps and you can expect the delivery of my written summary within 7-10 business days. This alone will be a huge step toward getting your books organized. We’ll have a plan and we can move forward from there.
What happens in the reivew?
I always begin by reviewing your overall account setup and structure and setup and review your chart of accounts organization. I’ll review each of your accounts for transaction volume and reconciliations status. I’ll dive in your reports and take an in depth look at each active account. I’ll also be reviewing for your business’s typical transaction volume and workflow complexity.
No transactions will be edited, added, or deleted as part of this process.
What will the results look like?
The results of a QuickBooks review are different for every business. Reviews are typically structured by account, with observations and recommendations to get each account cleaned up whether you handle the cleanup yourself or work with a professional. I will also include an estimate for project cost to get your books up to date.
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If you have a QuickBooks account, we'll start with a QuickBooks Review, a one-time look under the hood to see what we're working with. You can learn more about this kickoff process here.
If you don't have a QuickBooks account yet, we can get you set up and bring your books up to date for the current year.
If you're not ready for a QuickBooks subscription or monthly bookkeeping services but would like support improving your current bookkeeping process and understanding your business finances, a three-session bookkeeping consultation may be the right fit. See consulting options here.
This is a one-time service
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A cleanup is a full review and reset of your books: fixing miscategorized transactions, reconciling accounts, organizing your systems, and correcting anything that’s out of place. A catch-up brings months of untouched bookkeeping up to date so you can see where you really stand.
30% project deposit required for project to begin. This deposit is based on the estimate provided after the initial Quickbooks review.
Quickbooks review $275, billed separately
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Monthly bookkeeping includes accurate account reconciliations and refreshed monthly financial reports so you can understand what happened, spot trends, and see the path ahead. It’s clarity you can rely on every single month.
Once your books are cleaned up and our systems and communication flow are in place, we’ll move into an ongoing monthly bookkeeping agreement. This includes a customized package built around your business:
• Expense and revenue tracking
• Account reconciliations
• Monthly financial reports
• Contractor tracking for 1099sThe goal: steady, reliable bookkeeping that gives you peace of mind and a clear picture of your business without the stress.
Custom agreements starting at $250 monthly
NEW CLIENTS
CURRENT CLIENTS
Have a question or want to talk about your business? I’d love to connect.
SERVING VERMONT AND BEYOND
