Audit Expense Categories
Forward your chart of accounts export or transaction list. Get flagged miscategorizations and suggested corrections.
Draft an email
Subject
FWD: October Expense Report - Need Review Before Close
From: Sarah Chen <sarah@brightwater-cpa.com>
To: Michael Torres <mtorres@techstartup.co>
Date: October 28, 2024 at 3:47 PM
Subject: October Expense Report - Need Review Before Close
Michael,
Attached is the October expense export from QuickBooks. I'm seeing a lot of items that got dumped into Miscellaneous Expense again and some inconsistencies with how we're coding similar vendors. Can you take a look before I start the month-end close?
Some specific concerns:
- AWS charges are split between Office Supplies and Miscellaneous
- Client dinner at Seasons Restaurant coded as Office Supplies
- Multiple software subscriptions in different categories
- Conference registration fees all over the place
Let me know what you think needs to be cleaned up.
Thanks,
Sarah
---
Sarah Chen, CPA
Brightwater Accounting Services
[Attachment: TechStartup_Oct2024_Expenses.csv]
To: Michael Torres <mtorres@techstartup.co>
Date: October 28, 2024 at 3:47 PM
Subject: October Expense Report - Need Review Before Close
Michael,
Attached is the October expense export from QuickBooks. I'm seeing a lot of items that got dumped into Miscellaneous Expense again and some inconsistencies with how we're coding similar vendors. Can you take a look before I start the month-end close?
Some specific concerns:
- AWS charges are split between Office Supplies and Miscellaneous
- Client dinner at Seasons Restaurant coded as Office Supplies
- Multiple software subscriptions in different categories
- Conference registration fees all over the place
Let me know what you think needs to be cleaned up.
Thanks,
Sarah
---
Sarah Chen, CPA
Brightwater Accounting Services
[Attachment: TechStartup_Oct2024_Expenses.csv]
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