November 8, 2017

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March 1, 2019

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Are you overdue for a File Checkup?

 

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:

 

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

  • Balances Review (looking for unusual balances, unexplained accounts, uncategorized income or 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, DB File fragments)

 

For all the above areas, I do a thorough review and provide feedback outlining any issues discovered and, if necessary, what needs to be done to correct the issues. Of course, if there are no issues, then I issue a "Clean bill of health!" 

 

Price: Starting at $499.99 with the Basic package and up to $999.99 for the Premium package. (We also offer a $749.99 Deluxe package). With each package, I apply a portion of the fees to the price of any future clean-up or catch-up work needed within two (2) months of check-up completion date!

 

If it's been awhile since you've had a check-up done on your financial records - or if NEVER, then now is a good time to make the investment for the peace of mind in knowing YOUR financial records are in tip-top shape. Contact me today to get scheduled!

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