Bookkeeping Review

Bookkeeping Review at J Schneider, LLP is for business owners who want confidence that the numbers they rely on are truly accurate before tax season or major financial decisions. Clean books translate directly into fewer surprises, smoother tax preparation, and clearer insight into how your business is really performing.
We start with a focused financial statement review, looking at your profit and loss, balance sheet, and supporting schedules. Instead of just checking totals, we look for issues that commonly lead to trouble: expenses booked to the wrong accounts, missing depreciation, misclassified owner draws, and balances that do not reconcile to bank or loan statements. When we find problems, we show you exactly what needs to change and why.

From there, we drill into a detailed general ledger analysis. Line by line, we spot inconsistencies, duplicate entries, and transactions that do not match your usual patterns. This level of review helps you catch small errors before they grow into large tax or audit issues. It also improves financial clarity, so when you read your reports, you can trust that they reflect reality, not guesswork.

Most engagements fall between $180 and $250, depending on the volume and complexity of your records. You choose whether we simply identify issues for your bookkeeper to correct or work closely with you to clean up the books together.

Because our team also prepares business returns and provides ongoing tax planning, we look at your books with a tax eye as well as an accounting eye. That means we not only help you get accurate statements; we help position you for better deductions, fewer notices, and more confident conversations with lenders, investors, and the IRS.