Tax & Review Service

Accuracy Checks, Close &Financial Review

A Master's qualified Reviewer with 8+ years of experience... catching what your team missed, so your financials are accurate, compliant, and tax ready.

Starting From

$3000/ month

Hourly Seat

$25 / hour

Qualified

Filings

Financial reviewer performing accuracy checks, audit support, and month-end close review

Trusted by 100+ Firms

Filings / month

YOUR ETISSON REVIEWER

Reviewer

Accuracy Checks, Close & Financial Review

TAx
REVIEW
CLOSE MANAGEMENT
Two people working with a laptop, calculator, and financial documents with charts on a wooden table.
Overview

What Your Reviewer Does

Even strong teams miss things. Your Etisson Reviewer is an independent expert who examines every close, cross-checking entries, testing reconciliations, validating journal entries, and reviewing accruals. So nothing reaches your partners, leadership, or auditors without being verified. The result is financials that are accurate, compliant, and fully defensible.

CPA & Accounting Firms

Needing an independent review layer to free up partner time at close

Finance Teams

Wanting a second set of expert eyes before financials go to leadership or investors

Tax-Bound Businesses

Preparing for external audits and needing workpapers reviewed to a defensible standard

Scope of Work

What Your Reviewer Handles

1

Independent Accuracy Review

A fresh-eyes review of every key account each month, catching mispostings, duplicates, and errors before they compound.

2

Reconciliation Sign-Off

Every bank, credit card, and balance sheet reconciliation independently verified and formally approved before close is complete.

3

Close Package Review

Full review of the monthly close P&L, balance sheet, cash flow, and supporting schedules with a written sign-off memo.

4

Journal Entry Testing

Manual journal entries reviewed for proper authorization, documentation, and correct period allocation, the #1 area of financial misstatement.

5

Accruals & Estimates Review

All accruals, prepaid amortization, and depreciation schedules independently validated for reasonableness flagged and documented before close.

6

Red Flag & Risk Reporting

Monthly risk memo highlighting unusual trends, policy exceptions, and internal control gaps before they escalate.

7

Tax Prep & Auditor Liaison

Tax-ready workpapers organised and reviewed, with direct liaison support for your CPA or external auditors at year-end.

Core Services

What's Included

Independent Accuracy Review

A fresh-eyes audit of every key account each month catching mispostings, duplicates, and errors before they compound into larger issues.

Reconciliation Sign-Off

Every bank and balance sheet reconciliation independently verified and formally approved before close.

Close Package Review

Full review of the monthly close package P&L, balance sheet, cash flow, and supporting schedules with a written sign-off memo documenting findings.

Journal Entry Testing

Manual journal entries are reviewed for proper authorization, supporting documentation, and correct period allocation the #1 area of financial misstatement.

Accruals & Estimates Review

We validate the reasonableness of all accruals, prepaid amortization, depreciation schedules, and management estimates ensuring they reflect economic reality.

Red Flag & Risk Reporting

A monthly risk memo highlighting any unusual trends, policy exceptions, internal control gaps, or items requiring management attention before they escalate.

Why an Independent Reviewer Changes Everything

When the same person who prepares the books also reviews them, errors become invisible not from dishonesty, but from familiarity. An independent Reviewer breaks that loop entirely. They bring no assumptions to the numbers, no attachment to how things were done last month, and no incentive to let anything slide. The result is financial data you can present to investors, lenders, or auditors with complete confidence because someone whose only job is accuracy has already looked at it first.

Engagement Options

Choose How You Work With Us

Starting From

$3,000

per month
Dedicated Resource
40 hours per week / 160 hrs per month
Weekly Review Call – 30 mins/week
Unlimited Email Support
Hourly Seat

$25

per hour
Shared Resource
Starts with 10 hrs/week / 40 hrs per month
Weekly Review Call – 30 mins/week
Unlimited Email Support

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How It Works

Getting Started Is Simple

01

Discovery & Onboarding Call

We start with a structured call to understand your current accounting setup, software stack, volume of transactions, and specific deliverables needed — so we match you with the right senior accountant from day one.

02

Resource Matching & Handoff

Your dedicated Senior Accountant is assigned based on your industry, software (QuickBooks, Xero, or other), and workload. A structured handoff ensures they're up to speed on your chart of accounts, processes, and preferences before work begins.

03

Monthly Accounting Execution

Your Senior Accountant handles the full scope data uploads, categorisation, reconciliations, journal entries, and close working inside your existing systems with minimal disruption to your workflow.

04

Weekly Review Calls

A 30-minute weekly video call keeps you fully in the loop covering work completed, any open items requiring your input, upcoming deliverables, and anything flagged during the week's work.

05

Reporting & Continuous Improvement

Monthly financial reports and process optimisation recommendations delivered on schedule. As your business grows, your Senior Accountant evolves with you refining workflows, improving turnaround times, and adapting to new requirements.