How it’s done:
Option 1 – We remotely connect to your desktop computer to access your QuickBooks Company file
Option 2 – You upload your QuickBooks Company file to our secure portal
In either case, the confidentiality of your financial information is of the utmost importance to us.
Deliverables:
You’ll receive a Summary Report of our Physical that rates from 1 to 5 Stars how well you’re doing in 20 different areas. We’ll show you how well you’re job costing, how accurate your job cost reports are, and how accurate your company financial reports are. We’ll highlight areas for improvement on your actual QuickBooks reports.
We’ll also have a 1-hour Zoom meeting or telephone call to answer your questions and discuss how our collaboration can HELP YOU MAKE MORE MONEY!
No changes will be made to your QuickBooks Company file
Areas we rate:
Job Cost Reports; Job Costing Accuracy; Estimating & Purchase Orders; Lists & Preferences; and Company Financial Reports
