Accounting Evaluation Review & Report

Lescault & Walderman offers a comprehensive and informative accounting evaluation to help you make the most of your financial data.

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:

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.

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.

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.

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.

5. Engage Us For Your Needs

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