Financial Review Meeting
You know something feels off with your books, but you may not know exactly what is wrong or where to start. That is where I come in. During your free financial review, I will take a high-level look inside your QuickBooks to identify the common issues that can quietly distort your numbers, create tax-time stress, and make it harder to make confident business decisions.
This review is designed to help you understand the current state of your books, what needs to be cleaned up, and whether your financial reports are actually telling the truth about your business.
Bank and credit card reconciliations
We confirm your accounts are fully reconciled and that the balances match your actual statements.
Uncategorized income or expenses
We review transactions sitting in uncategorized or temporary accounts.
Owner draws and personal expenses
We review how personal and business expenses are being handled to ensure clean reporting.
Sales tax and payroll liabilities
We review whether these balances appear accurate and properly recorded.
Duplicate transactions
We identify duplicate income, expenses, or transfers that may be overstating your numbers.
Fixed asset organization
We make sure large purchases like equipment or vehicles are properly separated from everyday expenses.
Accounts receivable accuracy
We look for unpaid invoices, unapplied payments, or balances that do not reflect reality.
Profit and loss category issues
We identify miscategorized expenses or inconsistencies that impact your reporting
Missing vendor or customer names
We check that transactions are properly assigned, instead of being left blank or too generic.
Loan balances and amortization schedules
We verify that principal and interest are recorded correctly and that loan balances make sense.
Accounts payable accuracy
We check for unpaid bills, duplicate entries, or vendor balances that may be off.
Balance sheet red flags
We scan for unusual balances, outdated accounts, or numbers that simply do not make sense.