Connect QuickBooks once, then run each step on its own or run all four from the dashboard for a single Clean / Minor notes / Return-to-preparer verdict.
Sign & new-account scan, P&L-by-month anomalies, and vendor misclassification — the fast first pass that catches the big errors.
Stray payees, uncategorized/holding balances, capital items over $2,500, and the payroll tie-out to the register.
Bank & credit-card reconciliations, A/R and A/P zero on cash basis, loan splits vs the amortization schedule, and recurring depreciation.
Required supporting documents saved, working-paper scope correct for a monthly close, and status updated in Karbon and the tracker.