Once your tax return has been completed, if you leave your QuickBooks file connected to Halon, our team will review your bookkeeping each quarter to ensure the files are accurate and to outline any issues or problems we find.

The process is as follows:

  • Once your tax return is complete, leave your QuickBooks Online file connected to Halon.
  • In June, September, and December our team reviews the bookkeeping that has been completed.
  • There are over 35 different errors we look for.  Some of the most common include: distribution errors, category issues, balance sheet problems, and double counting sales.
  • When the review is complete, we send you an email outlining what we found and possible ways to fix them.  We will also offer an option for our team to fix them for you (small fee required)

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