QuickBooks Diagnostic Review

What you get:

QuickBooks analysis:

• Diagnose problems and assess level of clean up needed.

• Review balance sheet opening balances.

• Identify transactions that need to be brought up to date.

• Assess volume and complexity of transactions.

• Assess ongoing accounting needs.

• Identify ways to get the most out of QuickBooks and get timely and meaningful reports.

Report of Findings and Recommendations to include:

• Each problem found and areas that need to be cleaned up.

• A list of what needs to be done to bring the books up-to-date.

• A list of ways to get the most out of QuickBooks so that you can save time, modernize, and get meaningful reports.

A session to go over our report of findings and recommendations.

A recommendation for ongoing accounting services.

• You also get up-front pricing for our recommended services.

• You'll have the peace of mind that we understand your specific needs and that there will be no surprise invoices.

Services are provided remotely