FAQ – Virtual Bookkeeping CPA Review

It means every monthly report is reviewed and signed off by a Certified Public Accountant (CPA) to ensure accuracy, consistency, and compliance with accounting best practices.

Because it adds a second layer of accuracy. Your financials aren’t just entered by a bookkeeper — they’re checked by licensed CPAs before delivery.

Yes. All clients receive monthly CPA-reviewed profit & loss statements and balance sheets as part of our flat-rate bookkeeping services.

No. We don’t file taxes, but we deliver CPA-ready financials your tax preparer can use directly. We can also refer tax professionals if needed.

Most bookkeepers prepare your reports — we go a step further by having licensed CPAs review and validate your numbers before sending them to you.

Yes. We’ll provide all monthly financials and coordinate directly with your CPA if you’d like, making year-end filing faster and smoother.

Absolutely. CPA-reviewed books are better prepared for lender audits, due diligence, IRS reviews, and internal decision-making.

Our bookkeeping team handles day-to-day, and our internal CPAs oversee monthly output. If needed, we can arrange direct communication through your account manager.

No. CPA review is included in all plans — our optimized process allows us to offer it without increasing your monthly cost. See pricing

Yes. Whether you’re in e-commerce, healthcare, legal, real estate, or services, your books are reviewed monthly by a CPA familiar with your industry.