Plus Plan Feature
Each month, a licensed CPA performs a structured quality-control review of your books. Here's exactly what that includes — and what it doesn't.
What's included
Your CPA checks that every transaction is correctly categorized — catching misclassified income, personal expenses mixed with business, and anything that could distort your P&L.
Duplicated imports and gaps in transaction history are common with bank feeds. Your CPA identifies and flags both so nothing slips through.
Certain expense types — meals, home office, vehicle use — carry specific IRS rules. Your CPA flags anything that needs extra documentation or attention.
At the end of each review, you receive a short written summary of findings, any items to action, and an overall accuracy status for the month.
This is structured accuracy oversight — a monthly check that your books are clean, consistent, and tax-ready. It's designed to give you confidence that your numbers are reliable before you make decisions based on them.
"It's not an audit. It's a monthly checkpoint — so you never get to April and discover your books were wrong all year."
— Kathy F, CPA & Co-Founder
Upgrade to the Plus plan to get monthly CPA quality-control review alongside all your core Numeris Ledger features.