CHECKUP

Checkup – We do this for all new clients. You’ll give us access to your existing accounting records. We’ll determine what’s accurate and what needs to be improved and present you with a detailed report complete with our recommendations on how to move forward.

We will review the following:

• Compare Tax return to current books
• Account structure
• Bank and credit card balances
• Open invoices and unpaid bills
• Payroll transactions
• Balance sheet balances
• Income statement (profit & loss) transactions

During a QuickReview™, our QuickBooks experts conduct a 50-point inspection, covering:

• Company Setup
• Bank Reconciliations
• Chart of Accounts
• Undeposited funds
• Billable Time
• Sales Tax
• Item List
• Vendor List
• Customer List
• Accounts Payable
• Payroll
• Financial Statements
• And more!!

After our review, we will provide you with a summary report detailing the issues we’ve found and a recommendation on how to improve. You can take the report and run with it, or we can do a QuickBooks Cleanup for an additional fee.