Consulting and Triage Review
Our team will review your account and help you improve the health of your financial books. whether you are using a manual method such as Excel or a software system such as QuickBooks or Xero, BrightBooks can help with a comprehensive review of your books.
We Provide
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A review of entity structure.
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A review of your financial statements structure.
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A review of your fundamental setup elements:
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Chart of Accounts, effective use of accounts
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​Customer and jobs list, AR reliabilityVendor list, AP reliability
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Transaction posting efficiency
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Banking and associated reconciliations
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Employee and Payroll information (if applicable)
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A diagnosis of any underlying systematic transactional and/or setup problems
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A summary outline of findings and improvement recommendations.
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After we complete our review, we'll set up a virtual Zoom or in-person conference to discuss our findings and improvement recommendations with you. We then work with you to put into effect the recommended cleanup tasks. Our end goal is to get your books, financial processes, and business back on track with your financial software streamlined and more responsive to your informational needs.​