Process
What Happens During a Bookkeeping Review?
Before recommending any service, a bookkeeping review figures out what is actually happening. Here is what that process involves.
A bookkeeping review is not a sale. It is a structured way to understand the current condition of your books before recommending anything.
What the review covers
- Your business, industry, and reporting needs.
- Current software and bookkeeping process.
- Reconciliation status across accounts.
- Missing information and unresolved balances.
- Transaction volume and scope considerations.
After the review, you receive a recommended scope: what appears to be needed, what information you must provide, what is included, what is excluded, and how the work would be priced. There is no obligation to proceed.
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