We will conduct a month over month review to determine if the balance sheet accounts are accurate. The balance sheet review also includes a check that reconcilable accounts are being reconciled and utilized properly. Our team will confirm the current balances of the asset and liability accounts and inspect the balance sheet for improvements to enhance the report.
Exigo team members will check your QuickBooks Company file. The check will involve evaluating: file size, list usage and current QuickBooks version. We will also review transaction types, reporting basis and used features to ensure that QuickBooks is being properly utilized. Based on our findings, we may recommend a different version of QuickBooks or 3rd party apps to increase usability and automate processes.