QuickBooks® File Review
LOOKING FOR A SANITY CHECK ON YOUR BOOKS?
Are you concerned that your books aren't quite right? Let me take a deep dive into your QuickBooks® file. I’ll use a 50-point review checklist to make sure everything is in the right spot and that you’re using QuickBooks® to its fullest. After our review, you’ll receive a summary report detailing any issues I’ve found and recommendations on how to improve.
WHAT DOES THE QuickBooks® FILE REVIEW COVER?
During a QuickBooks® file review, I conduct a 50-point inspection, covering:
Company Setup
Chart of Accounts
Bank Reconciliations
Financial Statements
Retained Earnings
Undeposited funds
Sales Tax
Item List
Vendor List
Customer List
Accounts Payable
Billable Time
Payroll
Reconciliation Discrepancies
And more!!