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.

Results

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

Meet THE Expert

Erica Paynter

Erica Paynter is the founder of MyVBK, a virtual bookkeeping and advisory firm dedicated to helping service-based businesses gain financial clarity.

With years of entrepreneurial experience and a passion for supporting small business owners, she transforms bookkeeping from a burden into a powerful tool for growth and confidence.

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.

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

Terms & Conditions | Privacy Policy