Free Bookkeeping Evaluation

Know Where Your Books Stand — and What to Do Next

At MAWs Bookkeeping, our free bookkeeping evaluation gives you a clear picture of your business’s financial health. We review your books, processes, and systems to uncover errors, inefficiencies, or missing pieces — and help you understand exactly what’s needed to bring everything current and accurate.

Why a Bookkeeping Evaluation Matters

🔍 Finds Hidden Problems
We catch things like miscategorized expenses, unreconciled accounts, or duplicated transactions before they cause headaches. If your books have fallen behind, this step helps determine whether you need a cleanup or catch-up service to get back in shape.

📋 Creates a Clear Plan
You’ll get a practical roadmap outlining the bookkeeping tasks your business needs — from reconciliations and payroll to A/P and A/R management. This clarity makes it easy to decide if monthly bookkeeping support is the right next step.

💡 Brings Financial Clarity
Clean, accurate books give you confidence in your numbers — helping you make smarter decisions about cash flow, profitability, and growth.

What We Review

Our evaluation focuses on the key areas that affect your financial accuracy and efficiency:

  • ✔️ General Ledger: Finds uncategorized or inconsistent transactions
  • ✔️ Chart of Accounts: Ensures your accounts are organized and aligned with your business model
  • ✔️ Reconciliations: Verifies that all bank and credit card accounts are up-to-date
  • ✔️ Accounts Payable & Receivable: Reviews balances and payment histories for accuracy
  • ✔️ Software Setup: Checks whether your accounting tools are optimized for your workflow

What You’ll Receive

After your evaluation, you’ll get a clear summary and action plan showing:

  • ✔️ Any errors or missing reconciliations that need attention
  • ✔️ Whether your books require a cleanup or catch-up service
  • ✔️ Suggestions for simplifying your bookkeeping process
  • ✔️ Recommendations for ongoing monthly support to stay compliant and stress-free

Take the First Step Toward Clean Books

Your books tell your business story — make sure they’re telling the truth.

Submit Your Free Evaluation

Need a fast cleanup, catch-up, or help before tax time?
For a quicker turnaround, you may choose the Fast Track option (recommended) for a 24-hour priority reply.

Secure Document Upload (Recommended):
Upload your bookkeeping or tax documents securely using the link below. No login is required — your files go directly to our private bookkeeping drive. Or, schedule a phone consultation.

                                                                                                 Secure Document Upload                                                                          

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