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Help 14 WebQuickBooks File Review



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Designed to help get your books and its informational output in tip-top shape, or to help you chart a course toward more optimal usage of your QuickBooks® desktop or online company file to better match your business activities and workflows. Here's what you get:

  • A thorough review of your past year's transactional data.
  • A review of your financial statement structure.
  • A review of your fundamental setup elements:
    • Chart of Accounts (COA)
    • Items Lists
    • Customer and Jobs List
    • Vendor List
    • Banking and associated reconciliations
    • Employee and Payroll information (if applicable)
  • A diagnosis of any underlying systematic transactional and/or setup problems.
  • A super informative review report, with a summary outline of findings and improvement recommendations.
  • A cleanup, revised setup and/or integration "roadmap" for your follow-up in charting a smoother road ahead.

If you are using a QuickBooks® desktop version, we'll either access your file remotely (using our secure Zoom share facility, or if your company file is hosted, via email invite), or request a company file copy for our review use. If you are using QuickBooks® Online, we'll have you send us an invite to access your company file as an external accountant. Whichever way is suitable, we'll provide specific access details.

Upon payment confirmation, we'll send you a payment receipt and a calendar link to setup an initial "getting started" discussion ... then you'll be on your way to a better set of books!


Ready To Get Started? Here's your NEXT STEP.

Click on the above button to complete a new client form that will help us to get to know you and your business needs; you can then schedule a free initial consultation to get on your way to working smarter and living better. Come run with us ... you'll be glad you did.