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 or QuickBooks Online.


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.

File Check-Up

I conduct a Thorough File Check-Up 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 virtual tour using Zoom (I can provide you with a video recording if you want it)

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Legal Disclaimer: All information provided herein is intended for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. All information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.