We can help your bookkeeping business soar with quality control!
Maintain accuracy in your client's bookkeeping month to month and at year end!

Are you struggling to Keep Every Client File Accurate and on Track? 

As a skilled bookkeeper, you know your profession well, and your clients trust your expertise. Starting your own business was an exciting leap forward, bringing with it the opportunity to build something remarkable. But with growth comes new challenges.


Ensuring accuracy in every client's file is essential-and rewarding. Yet, the demands of managing each file's details can lead to stress and overwhelm. The thought of possibly missing a review, or needing extra time to clean up mistakes, can turn into a constant worry. 


Our solution is designed to support bookkeepers just like you. With our comprehensive tools and guidance, you'll learn efficient, reliable processes to maintain accuracy across all client accounts-so you can focus on growth without anxiety. Let us help you streamline your workflow, build confidence, and elevate your business to new heights. 

Prevent Costly Errors with Our Quality Control Course for Bookkeepers!

Even the best bookkeepers encounter mistakes or discrepancies-it's part of managing the complex client files. 


But how can you prevent these errors from compounding over time and creating costly clean up work for you firm? 


 You conduct Quality Control on a regular basis!

Transactional Level Items- Catch discrepancies early to prevent major issues later. 

Accounts Receivable and Payable-Ensure client transactions are timely, accurate and complete.

Reconciliations- Keep all accounts balanced and spot inconsistencies quickly. 

Financial Reports- Deliver accurate, reliable insights to clients with polished reports. 

By implementing these regular checks, you'll not only save time and money, but you'll also build a reputation for precision and reliability. 


Join our Quality Control course today and take a proactive approach in your bookkeeping business!

 

Now you might 

be wondering...

Who am I?

(and.... why listen to me?) 

I'm Megan Fleming, CEO of Cardinal Financial Solutions, and I specialize in empowering business owners to take control of their bookkeeping while building strong, sustainable teams. 

As a business owner myself, and a  wife and momma to 3, I know the importance of creating a business that supports both professional success and a fulfilling personal life.With years of experience managing a thriving bookkeeping firm and leading a skilled team, I understand the challenges you face-not just in mastering technical skills, but in balancing work with family, and in building a business that aligns with your life goals.  

As a former teacher, I bring a clear, structured approach to training, breaking down complex concepts into practical steps that are easy to understand and apply. 


My passion for teaching and the success I've achieved in my own business have come together to offer a solution tailored for business owners who want to grown confidently, build a team, and create a successful, balanced future. Let's work together to help you build a business that works for YOU-and supports the life you love.
Join the Quality Control Course now. See what students are saying.....
Very good introductory course for quality review with examples so you can actually see how it is done not just an overview of do this - but actual practice.
Amanda R.
Owner of Root System Bookkeeping
Perform QC regularly and well...

Set up your process: frequency and team member assigned

Outline the process of what you want to review

Conduct the process for yourself as you progress through the lessons (practical, hands-on learning)

Utilize the record and report tool to communicate findings to your team (or for your records)

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