What Is a Free Bookkeeping Review?
A free bookkeeping review is a practical working session, not simply a sales call. During our Microsoft Teams meeting, I will sit down with you and review the areas of your current books most relevant to your concerns. We will discuss how your bookkeeping is currently handled, look for areas that may need cleanup or correction, and consider whether your financial reports provide reliable information.
My goal is to help you better understand where your books stand, what needs attention, and what steps can bring greater clarity and consistency to your financial records.
What You Will Receive
By the end of the bookkeeping review, you should have:
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A clearer understanding of your current bookkeeping condition
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An explanation of the areas that need attention
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A prioritized list of recommended next steps
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A practical bookkeeping plan for moving forward
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Recommendations for monthly processes, reports, or cleanup work
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A customized service proposal if you would like The Good Steward Online to help
What We May Review
Every organization is different. Depending on your needs and the time available, we may review:
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Your QuickBooks Online setup
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Your chart of accounts and transaction categories
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Bank and credit-card reconciliations
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Loan and credit-card balances
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Accounts payable and unpaid bills
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Accounts receivable and outstanding invoices
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Payroll expenses and payroll liabilities
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Monthly profit and loss and balance-sheet reports
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Cleanup or catch-up bookkeeping needs
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Internal bookkeeping processes and responsibilities
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Job costing for contractors and service businesses
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Donor tracking and contribution records
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Designated or restricted funds for churches and ministries
The review is focused on the areas that matter most to your organization. You don't need to cover every item during the meeting.