At Constructive Bookkeeping Solutions, we prioritize the accuracy and clarity of your financial records. To initiate our partnership, we highly recommend our Diagnostic Review Service. This service is designed to thoroughly assess your current bookkeeping system and identify any potential issues that need immediate attention.
During this comprehensive review, our experts will delve into several critical areas of your bookkeeping:
Balances and Transactions
We examine your balances for any unusual or unexpected figures and rectify discrepancies, such as negative balances that should be positive, ensuring all transactions are properly categorized.
Asset and Liability Accuracy
We confirm that all assets and liabilities are accurately recorded, distinguishing them clearly from expenses to prevent misrepresentation in your financial statements.
Accounts Receivables/Payables Analysis
This analysis focuses on managing your cash flow by reviewing aging receivables and payables to ensure timely management of outstanding payments.
Tax Evaluation:
Our specialists ensure that all sales and payroll taxes are recorded correctly, minimizing future liabilities and compliance issues.
Personal and Business Finances
We help segregate your personal income and expenses from business finances to maintain clear and professional financial records.
Bank Reconciliation and Cash Flow
We address any uncleared items in bank reconciliations and verify the accuracy of open invoices, bills, and undeposited funds, ensuring a true reflection of your cash flow.
Deliverables
Upon completion of the review, you will receive a detailed report that outlines our findings. This report provides a clear snapshot of your financial health and highlights any areas needing correction or improvement.
Following the report, we will arrange a Zoom meeting to discuss the findings in detail. This session is aimed at helping you understand the implications of our findings and discussing potential solutions. If a live discussion isn’t feasible, a detailed video presentation will be provided.
Moving Forward
Based on the diagnostic review, we will propose tailored solutions to address the identified issues and outline the costs associated with necessary cleanups and ongoing support. This proactive approach ensures that your bookkeeping records are not only accurate but also poised for future success.
To schedule your Diagnostic Review or to learn more about how our services can be adapted to meet your specific needs, please feel free to reach out to us. We are here to assist you in making informed decisions that lead to sustainable business growth.
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