Monthly Review and Reconciliation Service

Keep your books on track with affordable, personalized CPA review

   It's one thing to do your books. It can be another thing to keep them on track -- reconciled, coded to accounts correctly, and all done in a timely manner. And you are really doing your business a favor if you have regular manager-focused reports that help you know how your business is performing: where the problem areas and opportunities are.

   All this is now available to you without you having to pay for a staff CPA or CFO. Our Monthly Review and Reconciliation service gives you the services of a CPA remotely reviewing, reconciling, and reporting to you at a fraction of the cost of a staff accountant.

   Here are 5 processes that will help keep your books clean, make your tax prep smoother and your management decisions better, because they will be based on current, accurate financial data about your business:

  1. A CPA will remotely review your monthly transactions to make sure they are coded to the proper accounts
  2. You will receive training on proper setup and procedures to make sure transactions are entered in a timely fashion
  3. We will prepare monthly reconciliations for your bank accounts and credit cards
  4. You will receive management financial reports for your internal use: Profit and Loss Statement, Balance
    Sheet, A/R Aging, Revenue Trends and Expense Comparisons.
  5. Talk with a CPA 30 minutes each month to review your reports and ask questions

This service is available to users of QuickBooks Online Edition and to users of QuickBooks Pro/Premier/Enterprise 
Editions 2009 and 2010.

Fill out the form below to get more information about the service, or call 1-800-999-9209 with questions.

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