What to Expect

Status of accounts

Once receiving access to your file and payment, we will go through your accounts with a fine tooth comb looking for irregularities, inconsistencies and things out of place.

clean-up recommendations

We will document in detail any issues we've flagged while reviewing your books and will provide recommendations on what steps to take to fix these issues and get your books in order.

1:1 Meeting

Finally, we will provide you with the Accounting Software Review report and will discuss with you what we have found. We will also review the next steps to get your books in tip top shape!

Meet THE Expert

Jennifer Thompson

At L&W Bookkeeping Professionals, we are passionate about helping Canadian businesses achieve financial clarity and success. With over 15 years of experience in bookkeeping, payroll, and tax compliance, we take the stress out of managing your finances so you can focus on growing your business.

We specialize in cloud-based bookkeeping, ensuring your records are secure, accessible, and up to date. Our commitment to accuracy, efficiency, and compliance allows you to make informed financial decisions with confidence.

Our team is dedicated to providing top-tier financial support to Canadian businesses. With diverse expertise in bookkeeping, payroll, tax remittances, and compliance, we work together to keep your finances running smoothly.

What I Need

Access to Your QuickBooks File

You will need to grant us access to your current Quickbooks Online file by adding us as an Accountant User. If you do not have a QBO file, have no fear. We can still help! Just opt in and reply to our email letting us know.

Make Payment

After you grant us access to your QBO File, you will need to make payment for the review. Payment can be made via electronic bank payment (ACH), debit or credit card.

Schedule Your 1:1 Meeting

Once you finish the previous steps, you can schedule your 1:1 meeting to receive and review your report from the diagnostic review and discuss next steps.

What is the status of your numbers? KNOW exactly how your bookkeeping stands with our professional review:

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