NACPB Bookkeeper Supervision

Improve bookkeeping, payroll, and QuickBooks skills with a bookkeeping, payroll, and QuickBooks bookkeeper review.

NACPB Bookkeeper Review

NACPB reviews a bookkeeper's bookkeeping and payroll performance using QuickBooks Online and QuickBooks Online Payroll.

Benefits

The review assures the employer and bookkeeper:

1. QuickBooks Online and QuickBooks Online Payroll is set up properly,
2. the bookkeeper is performing the bookkeeping and payroll accurately and productively,
3. the bookkeeping and payroll information is timely, relevant, and reliable,
4. the employer is receiving daily, weekly, monthly, and annual business performance reports, and
5. operating cash flow is increased.

How it Works

1. An employer signs up for the Bookkeeper Review.
2. A Bookkeeping Manager is assigned to perform the Bookkeeper Review.
3. The Manager completes the Bookkeeping, Payroll, and QuickBooks Online Review Points Form.
4. The Manager records review points including: instructive comments, clarification questions, errors and omissions, and instructions to correct errors and omissions.
5. The member notes and clears each review point by reading comments, answering questions, and correcting errors and omissions.
6. The Manager verifies the review points are cleared.

Review Requirements

1. The bookkeeper must be a member and a bookkeeping employee.
2. Bookkeeping review - The bookkeeper must complete our free Bookkeeping with QuickBooks Online training.
3. Payroll review - The bookkeeper must complete our free Payroll with QuickBooks Online Payroll training.