QuickBooks Tune-up

Overhaul your Accounting System with a QuickBooks Tune-up

Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you'll be prepared with a QuickBooks Tune-up. As a Certified QuickBooks ProAdvisor, I can help you clean up and organize your bookkeeping system.

In my vast experience in looking at all types of businesses, especially new businesses that I have taken over the bookkeeping for, almost all of them that use QuickBooks Desktop have some or all of the following unkempt items:

  • old outstanding items that aren’t clearing the bank – stale dated cheques
  • accounts payable and accounts receivable balances that are small immaterial amounts that need to be cleaned up
  • account payable and accounts receivable reports that show data that has a zero balance on a report but still shows on the report as the payments haven’t been applied correctly
  • GST and PST reports that aren’t being utilized

I’ve also seen businesses that may not have the best looking invoices. I can help you get a handle on all of these topics as well as many others.

Tune-up Topics:

  • Reviewing your transactions for the year
  • Cleaning up stale-dated entries
  • Customizing reports
  • Invoices that don’t show specific information or the formatting is unclear
  • Additional personalized training

A QuickBooks Tune-up is a smart and affordable way to get a handle on your books. Accurate records allow you to make educated decisions for your business and will save you money. Let me turn your mess into money!

If you’re interested in the QuickBooks Tune-up service, please email or call me to schedule a time when we can chat.