Is your QuickBooks file accurate and optimized? Our QuickBooks Audit Service provides a thorough review of your financial records to identify errors, inconsistencies, and inefficiencies—giving you clarity on areas that need improvement.
QuickBooks Audit Service
Is your QuickBooks file accurate and optimized? Our QuickBooks Audit Service provides a thorough review of your financial records to identify errors, inconsistencies, and inefficiencies—giving you clarity on areas that need improvement.
What’s Included:
🔍 Financial Data Review – Analyzing transactions, accounts, and reconciliations for accuracy.
📊 Report Accuracy Check – Ensuring your financial statements reflect correct data.
⚠️ Error & Risk Assessment – Identifying misclassifications, duplicate entries, and compliance risks.
💡 Optimization Insights – Highlighting opportunities to improve bookkeeping efficiency.
If you'd like to outsource your ongoing bookkeeping needs - the audit fee will be credited towards your first month's bookkeeping cost!
Get a clear picture of your QuickBooks health! Contact us today to schedule your audit.
Steps and timeline for your QuickBooks audit:
1. Link your QuickBooks account to Talbott Bookkeeping (we'll send you the instructions to do so).
2. We'll do a thorough audit of your books. This will take 1-2 weeks (depending on the number of accounts and transactions to review).
3. We'll send you a report detailing the top 5-10 opportunity areas with our recommendations on how to correct.
4. We include a 30 minute Zoom meeting to review the report and address any questions.
This is a one-time short-term project to review your QuickBooks set-up.
General review of QuickBooks account set-up and settings
Review of chart of accounts
Review linked bank account and credit card
Review Balance Sheet and Profit & Loss for errors and inconsistencies
Review uncategorized or miscategorized transactions
30 minute appointment with business owner to review findings and go over their questions
Books clean-up
Reconciling bank accounts or credit cards
Changes to chart of accounts
Categorizing or reclassifying transactions
Communication with business owners' accountant