Bookkeeping Checkup



We’ll come in and take a look at your current bookkeeping system and figure out what your next steps are.

Review – We’ll review your books and your processes to see how your financial reporting looks. We even check for accuracy in transactions.
Report – We’ll give you a personalized report showing you exactly what’s working and what isn’t.
Recommend – We’ll meet with you to go over our recommendations so that you have an action plan going forward.



Many things are important when it comes to your bookkeeping.

At Charter Accounting we work hard to make sure you aren’t missing any of them. With our 25 years’ experience we not only make sure you’re billing and collecting revenue we can check to see if you are doing your regular filings for sales tax when you should. Our Bookkeeping Checkup also makes sure you have accurate financial statements whether it’s for tax reporting, lending, or insurance purposes. As CPA’s we know what information you will need to maximize those deductions!


Our Bookkeeping Checkup ensures that you are properly recording the way you spend money. This is critical for accurate financial reporting and can save you money come tax time. We’ll review how you track expenses now and make recommendations that will simplify your process and could improve your bottom line.


Billing & collecting in a timely manner is imperative to keep your bank account from suffering. And it is just as important to post customer payments properly so that their accounts stay balanced and you know who owes you for what. Charter Accounting’s Bookkeeping Checkup will assess how well you do at this and give your recommendations for improvement.

Bank & Credit Card Reconciliations

At Charter Accounting we understand that it’s important to reconcile your bank statements to your books to correctly reflect your company’s financial position. During our Bookkeeping Checkup we’ll make sure you have everything you need to do this well. By doing this you will always know where you stand.


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