Bookkeeping Data File Review
Gentle Frog’s one-time bookkeeping software file review services provide you with a solid foundation to accurately track and manage your bookkeeping.
$199
What You Will Experience
Review of Small Business Accounting Software Set Up
We review the set up of your small business accounting software (such as QuickBooks Desktop, QuickBooks Online, Xero and FreshBooks)., the default accounting method, the business address and email address, the formatting of the invoices and default messages.
Review your balance sheet
We will review the profit and loss
We will review your accounts receivable
We will review your accounts payable
Bank reconciliations and registers
How Our Small Business Accounting File Data Review Works
- We will ask for access to your accounting records (such as your QuickBooks Online account or a copy of your QuickBooks Desktop file)
- We will review your data file looking for obvious mistakes on the balance sheet, profit and loss, bank reconciliations and aging reports.
- We will send you a written summary of what we found as well as recommendations for how to proceed.
- In some cases we will also send a custom video based on our findings.
See how we helped other companies
Frequently Asked Questions
We will review your set up, financial reports, reconciliation summary and provide feedback on trouble spots. I will not be reviewing all individual transactions, if this is something you’d like, we can talk about that.
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Starts At
$49Small Business Accounting Software Training
One-on-one virtual training that empowers you with all the knowledge necessary to use your small business accounting software (such as QuickBooks Desktop, QuickBooks Online, Xero, and FreshBooks).
- Video chat sessions
- Custom-recorded tutorials
- Continued training via homework
Unlimited Mini Training Sessions
Our premium one-on-one software and bookkeeping training provided virtually
- Unlimited email support
- Unlimited 15 minute Zoom calls
- Cancel anytime after the 1st month