Accountant Review Manager: Professional Oversight for Accuracy & Compliance

Accuracy, compliance, and professional review are essential to reliable financial reporting. Our Accountant Review Manager, included in all subscription plans, provides a second layer of expert oversight for your financials before they are posted to your client portal.

This ensures your numbers are not only complete but meet professional standards, giving you confidence in every report.

Your Accountant Review Manager will:

• Review all financial statements and bookkeeping work before approval

• Verify accuracy, consistency, and compliance with accounting standards

• Raise questions or provide feedback directly in the client portal

• Ensure issues are addressed promptly before reports are finalized

This review process adapts to your subscription level, maintaining oversight at a frequency that matches your plan.

Benefits by Subscription Level

Platinum – Daily Oversight

• External: Continuous oversight from your accountant provides daily quality control and compliance.

• Internal: Assurance that your books meet professional standards at all times, not just at month-end.

Gold – Weekly Oversight

• External: Weekly oversight ensures precision, compliance, and proactive correction of any issues.

• Internal: Peace of mind knowing your accountant is monitoring your books on an ongoing basis.

Bronze – Monthly Oversight

• External: Monthly oversight ensures accuracy, compliance, and early issue detection.

• Internal: Peace of mind knowing your financial data is verified by a professional each month.

Copper – Quarterly Oversight

• External: An added layer of oversight from your accountant ensures every quarter’s reports are accurate and tax-compliant.

• Internal: Assurance that your books are double-checked by an expert.

Starter – Annual Oversight

• External: Added layer of professional oversight ensures accuracy and reduces errors.

• Internal: Feel secure knowing your financials have been reviewed by a qualified expert.

  
  

The Bottom Line

With an Accountant Review Manager, your books receive expert attention tailored to your subscription level. From daily review in Platinum to annual oversight in Starter, this service ensures your financials are accurate, compliant, and reliable.

Professional review gives you confidence, prevents errors, and supports smarter business decisions — helping you achieve a bigger bottom line.