Accounting Evaluation Review & Report

Lescault & Walderman offers a comprehensive and informative accounting evaluation to help you make the most of your financial data.
Schedule a call to get started on your complimentary analysis

Here’s what we’ll need from you…

  • Access to your accounting file
  • Previous bank statements
  • Previous credit card statements
  • Last run payroll report
  • Last filed business tax return

Here’s what we do with the information you provide

  • Assess current accounting system to determine if it adheres to industry-specific best practices
  • Evaluate current system to determine if it can be used to generate useful reports for management decisions
  • Determine whether the accounting system structure allows for the most efficient workflow
  • Ensure your accounting records are accurate and up-to-date
  • Verify consistency and continuity of how transactions are allocated within the system
  • Identify tax compliance areas and evaluate potential issues

You’ll benefit from your free accounting review from Lescault and Walderman in several key ways:

  • Adherence to best practices allows for more effective industry benchmarking

  • Building a scalable accounting system that eliminates risk of future implementation costs

  • Efficient accounting processes reduce costs and/or administrative burdens

  • Accurate and easily-accessible financial information yields more timely and productive decision-making and minimizes risk

  • Consistent accounting allocations provides confidence that financial information is trustworthy

  • Streamlined year-end tax preparation yields lower accounting costs

  • Adherence to federal, state and local filing requirements minimizes potential for penalties and incurred interest for non-compliance

Here's how to get started:

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1. Schedule a No-Obligation Call

Your time is valuable, and we don’t want to waste it. Let’s schedule a discovery meeting so we can discuss your needs and confirm there’s a fit.

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2. Receive Your Accounting Review

We'll review your accounting documents, then provide you with a customized report that includes our findings and our recommendations for moving forward.

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3. Attend Review Meeting

We'll host up to a 2 hour meeting to review our findings and recommendations, answer any further questions and outline how we'll work together.

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4. Review Your Proposal

Working from our review, we’ll provide clear and actionable recommendations for improvement related to your particular processes, software, and systems.

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5. Engage Us For Your Needs

If you approve of our recommendations, you’ll sign an engagement letter and we’ll start work!

Schedule Call Today