Quick QBO 15-Point Review

Are your books in order or out of order?

  • Is something wrong with your accounting file, not sure why?
  • Is my bookkeeper not using my accounting software properly or fully?
  • Are you questioning whether or not you are doing things correctly?
  • Need training on how-to use your accounting software…?

If you answered yes to any of these questions, then you need a QBO Review. We’ll perform my 15-point check and outline what wrong and what needs to be fixed. We’ll also review your current workflow process and see if we can’t make any time-saving adjustments.

  • Company setup
  • Bank reconciliations
  • Credit Card reconciliation
  • Chart of Accounts
  • Undeposited funds
  • Billable Time
  • Sales Tax (if-applicable)
  • Item List
  • Vendor List
  • Customer List
  • Accounts Payable
  • Accounts Receivable
  • Payroll
  • Financial Statements
  • We will also look for any personal expenses going through the business accounts

After the QBO Review has been completed, we will prepare an outline of items that need to be fixed. After we review the report together or the phone and screen share, we’ll get your books in order. The cleanup process takes anywhere from several hours to several weeks – it depends on how much needs to be fixed, how many months or years of data that are affected. Just for your information clean up costs can range from $300 to $4,000+. It just depends on what we find. We will try to give you the best estimate possible based upon what we find. We will do our best to complete the clean up in the most efficient way possible.

Once your books have been fixed, you will decide if you would like training on new workflows within your accounting software or if you would like for us to take over the monthly bookkeeping. If we take over the monthly bookkeeping, fixing your file will be a requirement.