Diagnostic Review of Your QuickBooks® Online File

When you can’t rely on the numbers in your accounting system, you don’t have access to critical information you need to successfully run your business. In addition, your business is at risk of not being able to properly comply with tax and other reporting requirements, which could lead to penalties and other consequences.

Our cleanup services are for clients who are using QuickBooks Online® but are not currently able to get the value they need from it due to various problems such as improper setup, suboptimal chart of accounts, improperly coded transactions, duplicate transactions, missing transactions, incorrectly applied vendor and customer payments, mixing personal and business funds, etc.

The first step towards ship-shape books is a diagnostic review.

What You’ll Get

The diagnostic review includes:

Diagnostic Review
In-depth QuickBooks Online® analysis
    • Diagnose problems and assess level of clean up needed
    • Review balance sheet opening balances
    • Identify accounts 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 Online®
Report of Findings and Recommendations, including:
    • Each problem found and areas that need to be cleaned up
    • Any recommended changes to your chart of accounts
    • 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 Online® so that you can save time, modernize, and get meaningful reports
Diagnostic Review
Diagnostic Review
A review session
    • Explanation of the findings and recommendations included in our report
    • An opportunity to ask any questions you may have
A recommendation for ongoing accounting services
    • Up-front pricing for our recommended services
    • Peace of mind that comes from knowing we understand your specific needs and that there will be no surprise invoices
Diagnostic Review

Ready to get started?