End Of The Year Business Health Check Up With AdminBooks

Renee Daggett • December 2, 2020

The purpose of a bookkeeping assessment is to provide you with the current health status of your QuickBooks Online file, with recommendations on next steps. Our goal is to help you find a solution to all your bookkeeping needs. Read on below to learn what is included in our bookkeeping assesment service.



As a business owner it is important to know the
details about your business finances.

AdminBooks is your Virtual CFO! We will collaborate and review detailed year-end reports with you to help find a solution to all your bookkeeping needs.

Every business is unique. We also offer personalized recommendations on best practice methods, workflow analysis, and technology solutions for each client.




BANKING ACTIVITY
▪ Confirm Reconciliation Status of bank accounts, credit cards and loans
▪ Review of Unreconciled Transactions

BALANCE SHEET COMMON ISSUES
▪ Review of Undeposited Funds
▪Review of Uncategorized Assets
▪ Confirm Sales Tax Liability
▪ Confirm AR Overdue and Uncollectible Items
▪ Review of Fixed Assets
▪ Review Negative Asset and Liability Accounts

P&L COMMON ISSUES
▪ Review of Uncategorized Income
▪ Review of Uncategorized Expenses
▪ Review of Categorization Consistency
▪ Confirm Payroll Expense accounts match to Payroll Tax and Wage summary
▪ Confirm 1099 Vendors are tagged and having filing information

CHART OF ACCOUNTS
▪ Evaluate organization and structure
▪ Correct terminology used for Type of Taxing Entity
▪ Recommendations for Change
▪ Review of Classes and Product Service Codes
▪ Review of Customer, Vendor and Employee Lists

Are you ready to schedule your year-end business health check up?
Click here to GET STARTED NOW!

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