Want to know what the QuickDiagnostic looks at? Here’s just a few of the items:
From your Banking
Are your bank and credit card feeds set up?
When was the last time your bank and credit card accounts were reconciled?
Are there any old/uncleared items on the last reconciliation?
Are there any old undeposited funds?
From your Profit & Loss Reports
Any unusual or unexpected balances?
Any large negative balances?
Anything in “Suspense” or “Ask My Accountant”?
Any transactions without a supplier or a customer?
From your Balance Sheet
Any unusual or unexpected balances?
Any large negative balances?
When was the last time you filed your HST in Quickbooks?
Any Uncategorized Assets or Liabilities?
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"Getting to Know You" Consultation
We hop on the telephone for a 45-minute, complimentary, no-obligation “Getting to Know You” consultation. I’ll ask you a whole bunch of questions to evaluate where you are now, where you want to go, and what you expect to get out of us working together. And yes, you’ll also have time to ask me questions.
If we do decide that we’re a good fit, we’ll schedule the next step. If we’re not a good fit (now) that’s OK. (It happens—better to figure that out now!)