
When your books do not feel quite right, it creates a constant, low-level worry. My Records Reviews service is designed to remove that doubt. I dig into your existing QuickBooks file or other records to spot errors, clean up inconsistencies, and leave you with clear, reliable numbers you can stand behind.
If you need error correction bookkeeping, I start with a detailed Transaction Accuracy Review. I inspect recent transactions line by line, checking dates, amounts, and categories to be sure each entry is where it belongs. Then I layer in Financial Data Verification, cross-checking your statements, invoices, and receipts to confirm that totals match and nothing important has been missed.
For ongoing peace of mind, I can perform a Quarterly Records Audit - an accurate records review that looks at your books every few months instead of waiting until year-end. I review reconciliations, adjust entries when needed, and flag anything that might raise questions with your tax professional or a lender.
I also complete a thorough Compliance Documentation Review, making sure the paperwork that supports your financial records is organized and in line with applicable rules. Altogether, this creates an audit-ready financial review: books that are cleaner, easier to explain, and ready for taxes, financing applications, or just your own peace of mind. You get a written summary of what I found, what I fixed, and what I recommend going forward - no judgment, just clear guidance.