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Available Online

Expert Review

An extra pair of eyes priced per session

  • 1 hour
  • 79 US dollars
  • Remote Meeting

Service Description

If you already have a bookkeeper or have been doing it yourself but want the peace of mind that comes from having an expert look over their work, book a 45-minute time slot for an expert review. Let our experts review your books, check for errors, and highlight what you can change to streamline the process. A review can give you greater confidence that your financials and records are accurate; it can reduce the likelihood of discrepancies and give you a clear picture of your cash flows. Book for a monthly, quarterly, or yearly review to check for errors. The first part of your zoom review will allow our experts to understand your needs. Then the remainder of your session will be used by the expert to further analyze your books on their own. We will notify you if we need more time due to account complexity or errors found. After each review, you’ll receive a concise report on what our expert found. The detailed follow-up will summarize the action items and corrections required for moving forward with your bookkeeping process. You’re doing the important work of keeping track of your business numbers let us make sure you’re logging the right stuff.

Cancellation Policy

You may cancel a scheduled meeting any time, but please be kind and cancel or reschedule at least 24 hours in advance so that we might offer the appointment to another client. Of course, emergencies happen, and in those cases, feel free to cancel at a moment's notice. Our service fee is due upon booking, be aware that cancellations that may require a refund will be considered based on service rendered. If you cancel the service before work starts, you will receive a refund. However, if you cancel service after we have performed any work on your account, there will be no refund. We appreciate your business and look forward to a beneficial association.

Contact Details


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