You've worked hard to keep your QuickBooks up to date—but how do you know everything is accurate?
Even the most organized business owners can make bookkeeping mistakes. Incorrect transaction coding, unreconciled accounts, duplicate entries, and GST/HST errors can quietly build up over time, leading to inaccurate financial reports and costly surprises at year-end.
My Monthly QuickBooks Review service provides an extra layer of confidence. As a CPA and QuickBooks specialist, I'll review your books each month, identify potential issues, and provide recommendations before small mistakes become bigger problems.
It's like having your own QuickBooks expert on your team—without the cost of hiring one full-time.
Each month, I'll review your QuickBooks Online file to ensure your bookkeeping remains accurate and up to date. Services may include:
Reviewing bank and credit card reconciliations
Checking for duplicate or missing transactions
Identifying uncategorized or incorrectly coded expenses
Reviewing GST/HST balances and tax settings
Monitoring Accounts Receivable and Accounts Payable
Reviewing key financial statements for unusual balances
Identifying bookkeeping errors before year-end
Providing recommendations to improve your bookkeeping processes
Answering your QuickBooks questions throughout the month
Rather than simply correcting errors, I help you understand why they happened so they can be avoided in the future.
This service is ideal for businesses that:
Complete their own bookkeeping in QuickBooks Online
Have an in-house bookkeeper and want CPA oversight
Want confidence that their financial reports are accurate
Need reliable financial information to make business decisions
Want to avoid surprises during tax season or year-end
Whether you're a sole proprietor or an established business, regular reviews help ensure your books stay clean and your financial information remains trustworthy.
QuickBooks is an excellent bookkeeping tool, but software alone can't tell you whether your accounting is correct.
As both a CPA and QuickBooks specialist, I review your books with an accountant's eye—not just to ensure transactions are entered, but to confirm your financial statements accurately reflect your business.
My goal is to help you feel confident in your numbers every month, not just at tax time.
The best time to fix a bookkeeping error is before it affects your financial statements, tax filings, or business decisions.
With regular QuickBooks reviews, you'll have peace of mind knowing your books are being checked by an experienced professional who understands both QuickBooks and accounting.