Diagnostic
Review for QuickBooks
It's hard navigating in the dark without a source of light. We can help bring light to your current books and review the paths you've taken to get to where you are now and help light the path moving forward. If there are changes, adjustments and corrections needed to correct and bring your books current, we'll be able to diagnose them here, before any edits are made. We always start here so you have a clear, transparent roadmap about what needs fixing and how we can help.
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Cost: Starting at $325
1
The Review
Our review starts with a detailed, systematic approach over an agreed upon time period. We perform a thorough review of your books to see what accounts might need adjustment, are out of balance, unreconciled or should be corrected.
We'll review your Balance Sheet, Incomes Statement, Accounts Payable, Accounts Receivable, how you have your Products/Services set up, and your Chart of Accounts among other items.
2
The Report
We document our findings and give you a summarized report so there is a transparent, clear record of gaps we see that will require additional clean up
Once the review is complete, we'll schedule a time with you to walk through this together so you have the ability to ask questions and can walk away confidently knowing what needs to be done.
3
Proposal & Recommendations
Once we've provided you with our Findings Report and we have reviewed it together, we'll provide you with recommendations and pricing for a cleanup and or any follow on services that could help you and your business.