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Every client relationship begins with a required, paid File Review. This is a meticulous examination of your existing financial records and processes, designed to uncover inefficiencies, errors, and potential risks. This vital step ensures your financial foundation is robust and identifies key areas for improvement. It typically includes:
A thorough review of financial records and documents for accuracy and completeness.
An assessment of how transactions are recorded, categorized, and reconciled.
Identification of areas that may impact financial accuracy and efficiency.
Recommendations for actionable solutions to address identified problems.
Upon completion, you will receive a comprehensive report detailing our findings and recommended solutions for your current challenges. This report will feature a customized action plan tailored to your specific needs, along with a personalized proposal outlining your monthly bookkeeping service fee and any necessary clean-up work.
Every client relationship begins with a required, paid File Review. This is a meticulous examination of your existing financial records and processes, designed to uncover inefficiencies, errors, and potential risks. This vital step ensures your financial foundation is robust and identifies key areas for improvement. It typically includes:
A thorough review of financial records and documents for accuracy and completeness.
An assessment of how transactions are recorded, categorized, and reconciled.
Identification of areas that may impact financial accuracy and efficiency.
Recommendations for actionable solutions to address identified problems.
Upon completion, you will receive a comprehensive report detailing our findings and recommended solutions for your current challenges. This report will feature a customized action plan tailored to your specific needs, along with a personalized proposal outlining your monthly bookkeeping service fee and any necessary clean-up work.