QuickBooks File Review

$1,995.00

SKU: FRQB-1FP

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!