The goal of this appointment is to help you boost performance in QuickBooks, discover new time-saving features in QuickBooks, better utilize the features you currently use, and find out if you are getting the most return from your accounting software investments.
What is included with this consultation?
This complimentary consultation includes in-depth review of your QuickBooks accounting processes, and software utilization, focusing on:
QuickBooks software usage
Lists Sizes, Database Table Sizes
QuickBooks add-on software usage
Unnecessary or out of date workflows
Any significant and/or recurring data damage
Industry best practices (what your competitors are doing)
Unnecessary data entry, or recurring task automation
Time saving tips and tricks
Whole business software solutions.
What is not included with this consultation
Data cleanup, accounting/bookkeepng services, QuickBooks technical support.
Do I need to provide my credit card or passwords?
No. The only information we need from you is your contact information to schedule the meeting.
How long is this appointment?
A typical data file review takes roughly 30 minutes.