Accounting/Tax Compliance
QuickBooks Audit
Talbott Bookkeeping
Accounting/Tax Compliance
emerging

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.

Packages

QuickBooks Audit
$250/project
1 weeks
delivery time

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.

About Talbott Bookkeeping
Accounting
emerging
Boost your business clarity and cut through the chaos—Talbott Bookkeeping keeps your finances organized and effortless so you can focus on growing your business. Talbott Bookkeeping Services is your premier bookkeeping and consulting firm that specializes in helping new and established small businesses keep on top of their bookkeeping and accounting while providing the critical insight needed to make informed business decisions. I'll help you set-up, simplify, and maintain your books and records enabling you to have the clarity you need to run your business without any unneeded complexity. I'm here to help with: - QuickBooks online set-up - Set-up/clean-up chart of accounts - Automate your banking and credit card transactions - Monthly/quarterly bank reconciliations - Monthly financial statement reporting (and ad hoc as needed) - Invoice management - Books clean-up - And MUCH more!
Company Experts
Brian Talbott | Solutions Marketplace | ShapeConnect
Brian Talbott
Founder, CEO, Bookkeeper
I help small business owners simplify, demystify, and organize their finances so they can make data informed decisions to grow their business! I bring a unique financial planning perspective and regularly consult with my clients about business decisions. I'm an Intuit Certified Bookkeeper, QuickBooks ProAdvisor, and a Xero and FreshBooks bookkeeper. I can't wait to hear from you!
CFP(R), CTFA, Intuit Certified Bookkeeper, QuickBooks ProAdvisor
["Accounting","Finance","Entrepreneurship","Economics"]

Project Phases

Overview

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.

Scope

Overview

This is a one-time short-term project to review your QuickBooks set-up.

What Is Included:

  • 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

What Is NOT Included:

  • Books clean-up

  • Reconciling bank accounts or credit cards

  • Changes to chart of accounts

  • Categorizing or reclassifying transactions

  • Communication with business owners' accountant

Select Package
QuickBooks Audit
$250/project
Timeframe: 1 weeks
Sign-up or log-in to schedule.