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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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.