Financial File Review & Readiness Assessment
Starting at
$
350
About this service
Summary
Deliverables
FAQ
FAQs
Who is the Financial File Review for?
This service is designed for organizations that want clarity around the state of their financial records. It is suitable for DIY organizations, teams with internal staff, organizations changing providers, or those considering improved financial processes or ongoing support.
Do I need to continue with ongoing services after the review?
No. There is no obligation to continue into ongoing services. The Financial File Review provides independent findings and recommendations that you may implement internally or with a service provider of your choice.
Does this service include bookkeeping corrections or cleanup?
No. This is a diagnostic and advisory service only. No transaction coding, reconciliations, or cleanup work is performed as part of the review.
What will I receive at the end of the review?
You will receive a written summary outlining key findings, identified risks or gaps, and professional recommendations to improve the accuracy, structure, and usability of your financial records.
Can I use this review even if I manage my own books?
Yes. Many organizations use this review as a guide to improve their internal bookkeeping practices, reporting, and processes.
Can I share this report with another service provider?
Yes. The report is yours and may be shared with another bookkeeper, accountant, or internal team to support improvements.
How is my financial information kept secure?
All client information is handled confidentially and accessed only for the purpose of completing the review. Secure access methods and best practices are used at all times.
What software or systems do you review?
The review includes a high-level assessment of your accounting software ecosystem and related financial processes. This may include bookkeeping software, payroll systems, and reporting tools currently in use.
What's included
Bookkeeping Structure & Accuracy Review
A structured review of the overall bookkeeping file to assess accuracy, consistency, and general organization of the financial records at a point in time.
Technology & Process Review
A high-level review of the current accounting software ecosystem and related financial processes to assess suitability, integration, and alignment with the organization’s needs.
Reconciliations & Chart of Accounts Review
An assessment of account reconciliations and the chart of accounts structure to identify gaps, misalignments, or areas requiring adjustment for reliable financial reporting.
Payroll & Compliance Review (If Applicable)
A high-level review of payroll setup and compliance handling, where applicable, to identify potential risks or inconsistencies impacting financial accuracy.
Financial Reporting Quality Review
A review of the accuracy, clarity, and usability of financial reports to assess whether they support effective decision-making, oversight, and compliance needs.
Risk & Efficiency Findings Summary
Identification of key risks, gaps, and inefficiencies affecting the integrity, usability, or sustainability of the current financial setup.
Written Review & Next-Step Recommendation
A written summary outlining findings, observations, and professional recommendations, including clear next-step guidance (ongoing monthly support, cleanup, or no further engagement).
Duration
10 days
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