Checkmybooks is an automated tool that performs an analysis of your clients’ accounting records. It examines each transaction and identifies any potential issues that require your attention. This allows you to focus on the specific areas that need review. Additionally, Checkmybooks simplifies the process of correcting your clients’ figures by keeping a record of the changes and notes you make. It continuously updates your adjusted trial balance, facilitating a smooth transition from the client’s trial balance to your final trial balance. You have the flexibility to expand or collapse sections, designate individual Review Points as Accepted or Queried, and add linked notes to provide explanations for your actions. You can effortlessly create journal entries by clicking the Add Adjustment button within Checkmybooks, and your adjusted trial balance will be immediately updated. Checkmybooks also provides financial reports for your clients, giving you the ability to drill down into specific accounts and transactions.
