Bookkeeping Assessment

Are Your Bookkeeping Operating Effectively?

If you aren’t sure what your real bookkeeping needs are or which resources to hire, we recommend a Bookkeeping Assessment.

Our Bookkeeping Assessment is a low-cost option that will provide clarity and confidence that you are focusing finance efforts on the right things.

We work to ensure appropriate internal controls are in place, ensure regulatory compliance and identify opportunities to improve your financial reporting. A Bookkeeping Assessment includes:

  • Reporting Overview
  • Team Resource Check
  • Key Business Indicators
  • Policies & Procedures
  • Compliance (EHT, HST, etc.)
  • Sustainability