QuickBooks Diagnostic


Allows you to get a clear picture of what is wrong with your books. At the end of the review, you get upfront pricing for services to remedy problems uncovered. The things that we’ll look at during your diagnostic review include:

  • Whether the balance sheet on the books reconciles to a balance sheet on the tax return (if there is one)\
  • Banking and Credit Card Accounts
  • Undeposited Funds
  • Profit and Loss Accounts
  • Balance Sheet Accounts
  • Accounts Receivable and Accounts Payable agings
  • Chart of accounts
  • Products and services list
  • Other areas such as payroll, inventory, and sales taxes (if they’re tracking that in QuickBooks Online)
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