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Are your QuickBooks Online accounts frustrating you? Sadly, many issues with QuickBooks Online are that the accounts were never setup correctly - Chart of Accounts, Bank Feeds and Bank Rules not set up correctly, AI functions not appropriately activated. Or it may be that whoever is doing your bookkeeping does not fully understand bookkeeping - causing bad workflows and mistakes - trying to fix a mistake that actually makes the problem worse - that start small and snowball into massive problems.
In my diagnostic service I examine the structure - financial and sales feeds, Accounts, transactions, Account Payables and Accounts Receivable, reconciliations and workflows. I identify what is right and what could be improved, both for day-to-day functionality - and also what the numbers should be telling you - the owner - about your business.
This service does not make any changes or repairs, it only evaluates. You will receive a report about the details of your accounting setup, with recommendations for improvement, if any.
Costs vary based on numbers of transactions and complexity - A small, basic setup starts at $200, while a larger business with multiple banking and credit card accounts and hundreds of monthly transactions starting at $700. Please contact for more information.
Are your QuickBooks Online accounts frustrating you? Sadly, many issues with QuickBooks Online are that the accounts were never setup correctly - Chart of Accounts, Bank Feeds and Bank Rules not set up correctly, AI functions not appropriately activated. Or it may be that whoever is doing your bookkeeping does not fully understand bookkeeping - causing bad workflows and mistakes - trying to fix a mistake that actually makes the problem worse - that start small and snowball into massive problems.
In my diagnostic service I examine the structure - financial and sales feeds, Accounts, transactions, Account Payables and Accounts Receivable, reconciliations and workflows. I identify what is right and what could be improved, both for day-to-day functionality - and also what the numbers should be telling you - the owner - about your business.
This service does not make any changes or repairs, it only evaluates. You will receive a report about the details of your accounting setup, with recommendations for improvement, if any.
Costs vary based on numbers of transactions and complexity - A small, basic setup starts at $200, while a larger business with multiple banking and credit card accounts and hundreds of monthly transactions starting at $700. Please contact for more information.