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.

$249

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 your balance sheet for obvious errors in the balances.

We will review the profit and loss

We will review the profit and loss for logic and any obvious coding errors.

We will review your accounts receivable

We will review your client outstanding balances looking for misapplied payments, duplicate invoices and unpaid invoices.

We will review your accounts payable

We will review your vendor outstanding balances looking for misapplied payments, duplicate expenses and unpaid bills.

Bank reconciliations and registers

We will review the bank reconciliation history for changes, review uncleared transactions looking for duplicates and errors.

How Our Small Business Accounting File Data Review Works

Testimonials

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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.

These reviews are generally done within 72 business hours. I will let you know when you send me the file or add me to your QuickBooks account if I think that this estimate needs to be revised.
A second set of eyes to spot errors, anomalies and areas of concern is always a good idea.

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$49

Small 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).

$499/mo

Unlimited Mini Training Sessions

Our premium one-on-one software and bookkeeping training provided virtually