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File Check-Ups

We all know how important health check-ups are for our overall physical health. Well, do you know that your computerized financial records could benefit from a periodic check-up as well? To answer, YES they can ... and especially if you are a small business owner and keeps your own financial records using either QuickBooks Desktop, QuickBooks Online, or Xero.

 

One of my most sought-after services is providing a thorough financial file check-up which covers these areas important to your overall financial record health.

Have additional questions? If so, then please set up a free initial phone consultation at this link.

Choose from one of three packages:

Options & Features

Premium

Deluxe

Basic

$999.99

$749.99

Best Value!

$499.99

I conduct a Thorough File Review (All packages) to Identify / Point out:

 

  • Set-Up Issues (deep dive into Chart of Accounts / Items Lists to diagnose set-up problems)
     

  • Balances Issues (look for unusual balances, unexplained accounts, uncategorized income / expense)
     

  • Improper workflow issues (negative inventory, unapplied payments to bills / invoices, undeposited funds not applied to deposits correctly)
     

  • *Health of Data File 
    (check of file size, list sizes vs. limits, File fragments) *Desktop only

I Provide Feedback on issues discovered via:

  • Email (Basic)
     

  • Comprehensive Written Report (Deluxe, Premium)
     

  • 1-hour Follow-Up phone consultation (Premium)

I Apply a portion of fees to catch-up and/or Cleanup within 2 (two) months of check-up completion date:

  • 1/4 (Deluxe)
     

  • 1/3 (Premium)
     

I provide an overview of the Balance Sheet and Profit & Loss and share how to read and interpret the information included on each. (Premium)

To the extent possible, I provide Key Ratio Analysis to measure Liquidity, Efficiency, and Solvency. (Premium)

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