Review and Oversight

Do you have a clerical-level bookkeeper or perhaps you do your books yourself but would like to have someone to review the work?

Do you need help organizing your daily, weekly or monthly deadlines?

We assist businesses build workflows that better incorporate internal controls to protect your company assets. Many small businesses don’t realize that having one person perform all transaction tasks and reconciling bank statements places the business at possible risk of fraud.

Some of the things we can help you do:

Setup or review your current internal controls & recommend any necessary changesSetup or review your current internal controls & recommend any necessary changes
Oversee in-house bookkeeperOversee in-house bookkeeper
Ensure that all transactions have been entered correctly within your current software & recommend and or enter any necessary corrections.Ensure that all transactions have been entered correctly within your current software & recommend and or enter any necessary corrections.
Assist in hiring of in-house bookkeeper, if necessaryAssist in hiring of in-house bookkeeper, if necessary
Reconcile monthly bank reconciliationsReconcile monthly bank reconciliations
Reconcile monthly credit card statementsReconcile monthly credit card statements
Provide customized Management ReportsProvide customized Management Reports
Review & interpret monthly or quarterly results with business ownerReview & interpret monthly or quarterly results with business owner