Free Bookkeeping Evaluation

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

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

First Name *

Last Name *

Email address *

Phone *

Message (anything you need me to know) *

What kind of business do you need help with? *

For-Profit
Nonprofit

What kind of help do you need? *

Monthly Bookkeeping
Bookkeeping Cleanup
Quickbooks Setup

Which software do you use? *

Quickbooks Online
Quickbooks Desktop
None, but I would like to get setup.

What Industry is your business in? *

Transactions Per Month *

Number of Bank/CC Accounts *

Number of Loans *

Payroll *

Yes
No

Who will be running payroll *

Client (You)
Maws Bookkeeping

Payrol provider *

QuickBooks
Other

Number of employees? *

How often payroll is run? *

Bi-weekly
Monthly
Weekly

Accounts Payable *

Yes
No

Number of bills per month *

Accounts Receivable *

Yes
No

Number of invoices per month *

Sales Tax *

Yes
No

Number of filings per year *

Who Referred You?

Send me a copy