QuickBooks®
Online
CheckUp
It's easy to get lost in the details when managing your finances through Quickbooks. That's why I offer a Quickbooks Checkup service to double-check that everything is set up the way it should be. From simple mistakes to more complex errors, my service will help identify any potential issues and provide the necessary recommendations to get your Quickbooks back on track.
Not sure if your books look quite right? Let us take a deep dive into your QuickBooks file. We'll
What to expect when you book your service:
1. The Discovery Call: Get on a call with me to discuss your specific bookkeeping needs and requirements and what you are hoping to achieve.
2. Every new client will go through a paid QuickBooks Review. This is a complete and thorough review of your QuickBooks file to assess your current financial setup and identify any areas that need improvement.
3. The Action Plan: We will go over the plan of action to get your books cleaned up and organized. You can hire us to do the clean up or tackle take on the task for yourself. If you agree to the action plan and opt to have us perform the work, your QBO CheckUp fee will be credited to your total bill for the cleanup.
Ready to get started and put these problems behind you? We will look for issues such as improper setup, suboptimal chart of accounts, improperly categorized transactions, missing transactions, unreconciled (or incorrectly reconciled) accounts, incorrectly applied vendor and customer payments, and much more.
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