The QuickBooks Tune-Up will:
- Correct and modifying list items (chart of accounts, customers, vendors, items) for optimum use of the software. Customized to your industry needs.
- Provide suggestions for improved use of QuickBooks software.
- Recommend any needed changes in office procedures to maximize productivity and efficiency.
- Discuss your current internal controls to safeguard company assets.
- If desired, the tune-up will connect your QuickBooks bank and credit card accounts to your bank’s website to download transactions. We can show you how to best utilize these terrific features.
- Customize QuickBooks forms for a professional business look.
- Set up the bank reconciliation feature for a smooth end of month close.
- Clean up reports, transaction errors and other problem areas within QuickBooks and QuickBooks payroll. We work through each balance sheet account and identify problematic areas and demonstrate and train on solutions, including:
- Cleaning up uncleared bank transactions.
- Cleaning up the A/R aging summary.
- Cleaning up inventory, the stock status, and inventory valuation reports.
- Cleaning up the A/P aging summary.
- Cleaning up liability balances.
- Cleaning up opening balance equity.
- Cleaning up YTD P&L.
For many small businesses, we only need 1.5 – 4.0 hours to get your QuickBooks back on track, reduce your time spent on data entry and increase access to important management reports.