Financial systems health check

strategic advisory

Is your bookkeeping up to date and accurate? When your bookkeeping is done accurately and timely, your financial data provides critical financial information and key performance indicators.  This is information that is critical to understand what is going right and what is going wrong in your business.  Having the right data will help you make the best decisions for your business and help you build a more profitable and successful business.  Let us help you get the peace of mind that your bookkeeping is accurate and up to date.

Our health check includes a review of the following items:

Check the bank accounts
Check the credit card accounts
Check for undeposited funds
Review outstanding invoices (accounts receivable)
Review outstanding bills (accounts payable)
Check the posting of all accounting transactions
Review the sales and purchase ledger transactions
Customer sales and the profit and loss statement
Product and services and the profit and loss statement
Review of balance sheet items for accuracy
Documented report on findings
Meeting to review

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