Our QuickBooks Report Card helps you understand what parts of your accounting system are working right, and which ones need a little help.
Using the software correctly will produce the most accurate reports & metrics available. Without accurate numbers, you cannot see your real results which makes it difficult to set new goals and measure your progress.
We review over 30 areas of your file and give you a report detailing the results we found. We go over that report with you in a virtual meeting and then you can decide if you’d like our help fixing any issues we found. Some of the areas we investigate are listed below.
QuickBooks utilizes a number of lists as the building blocks of your accounting system. If these lists are too extensive, it can make your reports overwhelming and unreadable. If these lists are too summarized, it can be difficult to gather the data you need to make decisions about your business. These lists can include:
Other setup items we review include:
While we don’t look through every single transaction, there are a few indicators we use to judge the accuracy of the financial information:
Several items can affect your file integrity making it more likely to become corrupt or crash, which is a headache you want to avoid at all costs. Some of the items we check include:
A QuickBooks Report Card costs $400. If you’re interested in getting a QuickBooks Report Card for your company’s file, click here to learn more!