Quickbooks Tune Up - Regina Buckley

QuickBooks Tune Up

is a service that we provide whenever you need help with problem areas. Whether you are getting ready for tax time, going through a financial review or have encountered some other kind of challenge, our Tuneup will clear up the problem.

One of my most sought-after services is providing a thorough financial file check-up which covers these areas important to your overall financial record health.

STARTER

$ 425
  • Set up Issues
  • Balance Issues
  • Improper Workflow
  • Health of Data Check
  • 1 Hour review via zoom

GROWTH

$ 650
  • Set up Issues
  • Balance Issues
  • Improper Workflow
  • Health of Data Check
  • 1 Hour review via zoom
  • Overview of balance sheet and profit and loss
Popular

EXPANSION

$ 825
  • Set up Issues
  • Balance Issues
  • Improper Workflow
  • Health Of Data Check
  • 1 Hour review via Zoom
  • Overview of balance sheet and profit and loss
  • 1 Hour Quickbooks Training

We invite you to schedule a free consultation today!

Have additional questions? please set up a free initial phone consultation.

Set Up Issues

 We will conduct a thorough file review and deep dive into Chart of Accounts / Items Lists to diagnose set-up problems

Balance Sheet Issues

We will look for unusual balances, unexplained accounts, uncategorized income / expense, and issues with reconciliation.

Improper Workflow

We will adjust and apply any unapplied payments to bills / invoices, undeposited funds not applied to deposits correctly.

Health Of Data

Check of file size, list sizes vs. limits, File fragments, Rebuild data file if needed.

*Desktop only

1 Hour Zoom Review

I Provide Feedback on issues discovered via Zoom

Balance Sheet and Profit and Loss overview

I provide an overview of the Balance Sheet and Profit & Loss and share how to read and interpret the information included on each.

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