Bookkeeper Oversight
Trust But Verify
Your bookkeeper handles the day-to-day. I make sure the system works, the numbers are right, and nothing falls through the cracks.
What You Get
1
Monthly Review Cadence
I review your books every month. Miscodings, missing entries, bank reconciliation gaps. I catch the errors before they compound.
2
Process Design
Chart of accounts, coding rules, approval workflows. I set up the system so your bookkeeper can do their best work.
3
Bookkeeper Report Card
Quarterly assessment of accuracy, timeliness, and completeness. You'll know exactly how your finance function is performing.
Frequently Asked Questions
Do you replace my bookkeeper?
No. I work alongside them. A good bookkeeper handles transactions. I handle strategy, oversight, and the financial picture that emerges from those transactions.
What if my bookkeeper is making mistakes?
That's exactly what this service catches. I identify patterns, provide training, and create systems that reduce errors. If the fit isn't right, I'll help you find someone better.
How does this work with QuickBooks?
I work directly in your QBO environment. I review the GL, run reports, and flag issues without disrupting your bookkeeper's workflow.