Accounting & Bookkeeping Systems Audit
A deep, independent review of your accounting stack, workflows, and records. You get a prioritized remediation roadmap so you know exactly what to fix — and in what order.
Best for: books that are behind, unclear, or about to change — and anyone who needs an independent review before a CPA visit, board meeting, or system migration.
- Review of chart of accounts, categorization rules, and reconciliations
- Workflow audit: AP, AR, payroll, receipts, and close process
- Software stack assessment (QBO, bill pay, payroll, tools)
- Gap analysis, risk flagging, and accuracy checks
- Optional: hands-on cleanup quote after the audit