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FREE
BOOKKEEPING & QUICKBOOKS
ASSESSMENT
A complimentary review of your QuickBooks Online bookkeeping to identify potential issues that could be costing you time and money.
INCLUDES REVIEW OF:
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Company Information
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Chart of Accounts
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Profit & Loss, Balance Sheet, and Cash Flow Statements
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Checking and Credit Card Bank Feed Connections
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Bank, Credit Cards, and Loan Reconciliations
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Uncategorized Transactions
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Bank Feed Rules & Automation
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Bookkeeping Errors and Cleanup Opportunities
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Accounts Payable and Accounts Receivable
WHAT YOU'LL RECEIVE
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QuickBooks Diagnostic Report
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QuickBooks Health Score
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Summary of Issues Found
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Recommended Improvements & Services
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