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.

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