Quarterly Review

 
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Staying up-to-date on your bookkeeping means you can make business decisions with accurate data.  As well as keep on top of your expected taxes so you don't get a shock. 

Larger companies with a lot of transactions should review at least monthly.  But, if you are a smaller company with few transactions, you can do this quarterly.  Monthly is still fine, but no need to sweat it if you know you aren't bleeding your accounts dry.

What to review quarterly:

  • Make sure everything is categorized and included in your accounting tool/systems. If you paid anything from a personal account, make sure you include these.

  • Look at profit & loss figures and review cash flow.

  • Look at projections for the remainder of the year.

  • Set a goal for the next quarter.

Most accountants retain services monthly.  I know many small businesses and entrepreneurs who are waiting to make more money to afford and have the need for an accountant monthly.

However, small businesses and entrepreneurs are my cup of tea!  I love it!  I intentionally created a package to serve you and your business's needs better.

The Quarterly Review Package

$250 per quarter

Packages are for small businesses with less than 50 transactions a month (maximum 150 per quarter).

Quarterly Review includes:

  • Categorizing of transactions according to IRS requirements

  • Ensuring an audit trail

  • Reconciling of accounts with statements

  • Review of financial data

  • Sales tax reports (if required)

  • Quarterly tax estimate

 
 
Rhian Dodd-Tovey