QuickBooks Consulting

Small Business Professional Analysis and Report

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Want to know how healthy your business is but do not have the time or inclination to do the analysis yourself? You send us some information about your business(we will sign a confidentially/non-disclosure agreement for you) and we will do it for you.


QuickBooks(R) Professional Analysis and Report-General & Banking

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Diagnostic Tool-QuickBooks Edition


QuickBooks(R) Professional Analysis and Report

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Diagnostic Tool-QuickBooks Edition


Premium Consulting Surcharge

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Scheduling Premium for "RUSH" appointments based on client requests based on quarter hour increments.


On-Site Travel Charge

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Due to the technology advances over the past few years, we have found that it is more effective and efficient to do our work remotely. If, however, the client feels that they would prefer us to be on-site, we do require a travel charge for less than 20 miles. For travel in excess of 20 miles, please contact us for a quote.


Mentor Program

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Since the business began in 1992 we have tried lots of different approaches to building our business. Everything from building the speaking, writing, and consulting parts of the business to having 12 bookkeeping employees. You don't have to feel like you are going through the trials and tribulations alone. Let us partner with you as you build your business.

This mentoring program includes 1 hour of live telephone time per month with your dedicated "mentor" as well as unlimited e-mails.


Interface with Client Accountant

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Initial Call – This is a call to introduce the services we are going to provide to the client and offer some comfort that we do not do the tax or financial statement work that they are doing. Then, talk with the accountant to see if there are any issues they are aware of that need to be addressed in the QuickBooks data file. If necessary, we will also request the beginning balance and/or supporting balances needed to complete the analysis.


Check Up Telephone

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The QuickBooks back up file is sent to us and we look for any issues. Depending on the frequency a major feature(s) of QuickBooks will be analyzed in detail with a cursory check up of the other areas.

A follow up e-mail is sent to document the issues discovered. The purpose of this check up is to see if there are issues that need to be addressed in the file. Any necessary changes can be completed by you, your bookkeeper, accountant, etc.


Check Up Basic

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The QuickBooks back up file is sent to us and we look for any issues. Depending on the frequency, a major feature(s) of QuickBooks will be analyzed in detail with a cursory check up of the other areas. A follow up e-mail is sent to document the issues discovered. The purpose of this check up is to see if there are issues that need to be addressed in the file. Any necessary changes can be completed by you, your bookkeeper, accountant, etc. or we can schedule consulting time to provide detailed instructions and/or actually complete the changes with you.


Hourly Consulting Services

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Although the resources we provide solve many issues for small businesses and those that support them, there are times when one-on-one attention is needed.

This time is available for discussing any QuickBooks related issues from how to get started in building a QuickBooks business, to how to troubleshoot a problem encountered with a QuickBooks file, or integration consulting. The decision is yours.

The time can be purchased on an as needed basis or in blocks of time for discounted pricing.


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