Quarterly Audits

Our Quarterly Audit service provides an in-depth review of your financials every three months to ensure accuracy, compliance, and clarity in your numbers. We go beyond basic bookkeeping — analyzing key trends, verifying account balances, and identifying opportunities to improve profitability and cash flow.

During each quarterly audit, we:

• Verify the accuracy of income, expenses, and payroll data
• Record adjusting entries such as depreciation and accruals
• Review and compare quarterly performance to prior periods and budgets
• Identify discrepancies, inefficiencies, or potential risks before they grow
• Provide insights and recommendations to support confident business decisions
• Cash flow analysis 
• Next quarter planning

Whether you’re preparing for tax season, seeking better visibility into your operations, or simply want peace of mind knowing your books are accurate — our quarterly audits help you stay proactive, compliant, and ready for growth.

Our Monthly Audit service provides consistent oversight of your business finances to keep your books accurate, organized, and ready for informed decision-making. Each month, we perform a detailed review to ensure your financial data truly reflects the health of your business.

During each monthly audit, we:

• Reconcile all bank and credit card accounts to confirm accuracy
• Review income and expenses for proper categorization and consistency
• Verify accounts receivable and accounts payable balances
• Check payroll entries and tax filings for compliance
• Review key financial statements (Profit & Loss, Balance Sheet, Cash Flow)
• Identify discrepancies, missing transactions, or potential red flags early

By maintaining clean and up-to-date books each month, you gain real-time insight into your business performance, prevent costly errors, and stay prepared for quarterly and year-end reporting. Our goal is to give you clarity and confidence in your numbers — so you can focus on growth while we handle the details.