Accounting and Payroll Diagnostic Reviews & Clean-Ups
Get your books in shape and save time and money at tax time with our comprehensive bookkeeping services. Our offerings include updating transactions in your accounting software, utilizing an ASK account to properly code transactions, and reconciling bank and credit card accounts. We are always available to communicate and collaborate with you, ensuring an updated and accurate set of books. Our team will support you through the entire process, reviewing the balance sheet and profit and loss statements to ensure the accuracy of the coding. Additionally, we offer payroll services, QBO training, and Xero consulting to further streamline your financial management, making tax preparation a breeze.
Why Smart Business Owners Choose Us
When you’re busy running your business, you need assurance that your books and payroll are accurate, compliant and ready for growth.
We identify the weak spots fast
We dig into your accounting and payroll workflows, uncover errors, gaps or inefficiencies so you know exactly what’s holding you back.
We restore accuracy quickly
Whether it’s misposted payroll entries, unreconciled accounts or outdated systems — we clean up the mess so your numbers can be trusted again.
We ensure compliance and reduce risk
Payroll mis-classifications, missed filings or sloppy reconciliations can cost you. We make sure your systems stand up to regulatory scrutiny.
We save you time so you can focus
Instead of you struggling with spreadsheets and backlogs, we take over the heavy lifting — freeing you to lead your business.
We provide clarity and insight
Beyond clean books, you’ll receive meaningful reports and actionable commentary so you understand what the numbers mean for your growth.
We set you up for scalable success
A one-off clean-up is good. A future-proof system is better. We build a structure that supports growth and operational ease — not just today, but tomorrow.
Our Approach
Every business is different, so we follow a structured, flexible process to tailor the service to your needs.
Discover & Assess
We start by reviewing your current accounting and payroll system: data, processes, staffing, software. We identify gaps, inefficiencies and risk areas.
Define the Scope & Plan
We map out what needs to be cleaned up, what can be improved, and set clear timelines, responsibilities and deliverables so you know what will happen.
Data Clean-Up & Reconciliation
We correct errors, reconcile accounts and payroll histories, clear backlogs, resolve discrepancies — so everything aligns and is accurate.
System Enhancement
We optimise workflows, introduce or refine accounting/payroll software configurations, improve controls, automate where possible and eliminate redundant tasks.
Reporting & Insight Delivery
We rebuild your financial reports and payroll summaries in an organised way, deliver key insights to you, and help you understand where you stand and what to focus on.
Support
Clean-up done? Good. But we’ll stay engaged to review intermittently, support your team, and help you keep the system tight and efficient as you grow.
What’s Included in Our Services
Here’s a breakdown of what our service usually covers:
Payroll Audit & Clean-up
Review classifications, entries, and filings; correct misposted items; set up proper payroll workflows.
Accounting Records Clean-up
Monitor invoices, track payments, manage vendor bills and ensure timely collections.
Software & System Health Check
Assess your accounting/payroll platforms (e.g., QuickBooks, Xero), streamline setup, improve integrations, and automate recurring tasks.
Control & Process Improvement
Set up procedures for approvals, segregations of duties, payroll submission schedules, reconciliations routine.
Custom Clean-up Report
You’ll receive a clear summary of corrections made, the current status of books/payroll, plus a forward-looking plan with recommendations.
Follow-up Review Session
After a defined period (e.g., 30- or 60-day), we reconvene to check that the system is functioning as intended and make any tweaks.
Ready to Take Control of Your Finance and Payroll Systems?
If you’re looking for an easier way to manage your business finances—less stress, more clarity, and proactive support—let’s talk. At Riverside Accounting & Tax, we’re committed to helping you build a strong financial foundation so you can focus on growth.