Accounting & Bookkeeping Assessment

Overview

The Accounting & Bookkeeping Assessment evaluates the condition, volume, organization, and complexity of the business's financial records before cleanup or ongoing bookkeeping begins.

Who This Is For

• Businesses with unreconciled accounts
• Owners who are behind on bookkeeping
• Businesses changing bookkeeping providers
• Companies uncertain about the accuracy of their records
• Customers interested in monthly bookkeeping services

What Is Included

• Review of the current bookkeeping system
• Chart-of-accounts review
• Transaction-categorization review
• Bank and credit-card reconciliation review
• Review of outstanding bookkeeping issues
• Month-end process review
• Evaluation of transaction volume and account complexity
• Recommendations for cleanup or ongoing service

The Process

1. 1Purchase the assessment.
2. 2Complete the bookkeeping questionnaire.
3. 3Provide access to or copies of the requested records.
4. 4Diversify Management reviews the records.
5. 5Attend a findings consultation.
6. 6Receive recommendations and, when appropriate, a service proposal.

Deliverables

• Bookkeeping-condition summary
• List of identified concerns
• Recommended cleanup priorities
• Proposed service level or next steps

What Is Not Included

• Bookkeeping cleanup
• Monthly bookkeeping
• Tax-return preparation
• Payroll processing
• Amended payroll filings
• Audited financial statements
• Implementation work

Frequently Asked Questions