Messy books are costing you money
At Tidy Bookkeeper, we know how easy it is to lose control of your QuickBooks online. You hate doing accounting and you are terrible at it. (sorry) You have procrastinated. Mistakes have been made, but you aren’t sure how to fix them.
That’s okay! We’ve got you. No judgement here. We know you have big goals and we are here to do our part to help get you there. The first thing we need to do is find out where we are starting from - where we are now. That’s where the Financial Health Check comes in.
Financial Health Check
a diagnostic review of your books - WHY?
QuickBooks markets its services as something a business owner can use to keep their own books, and that is kind-of true. Kind-of. A business owner can get started doing her own books, but accounting is complicated and QuickBooks is complicated and more often than not, she ends up with a mess on her hands. The reports don’t make sense, something is wrong and she is not even really sure what it is.
For a small investment, you’ll receive an in-depth diagnostic review of your QuickBooks Online and a 45 minute consultation that covers:
Issues that need corrections
Key findings and areas for improvement
Workflow bottlenecks that could be streamlined with some training
Tailored recommendations for a smoother financial process
What happens after the Financial Health Check?
After reviewing your QuickBooks files and systems, Annette will provide an action plan with recommendations for:
Fixing errors and cleaning up records
Properly categorizing income and expenses
Improving reconcilitation processes
Setting up automation and integrations for efficiency
Ongoing bookkeeping solutions to keep your finances in order.
