A Full Service CPA Firm

211 Boston Post Road, East Lyme, CT 06333

 

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Data File Analysis

Why?  - Why should I invest in this analysis?

Our experience has shown that many small businesses are making mistakes in QuickBooks.  Some of these mistakes are quite significant.  These mistakes can prevent you from getting meaningful information, distort your profit, affect your operating cash flow, and leave you embarrassed with vendors and customers. They can also lead to higher accounting fees when we have to "fix" the things being done incorrectly.

A QuickBooks data file analysis provides an accurate, timely and very cost-effective assessment of your QuickBooks data, resulting in:

  • Unbiased, expert determination of problem areas.
  • Personalized, confidential advice on using the power of QuickBooks to better manage your business.
  • Accurate recommendations for corrective action.
  • Enhanced reliability of your in-house financial information.
  • Peace of mind that your business decisions are founded on accurate financial data.

In order for us to help you better utilize QuickBooks as your total financial software and a business management tool, we need to evaluate where you are at in order to get you where you want to be.

What? � What will I get from this analysis?

  • Expert review of the findings from an Advanced Certified QuickBooks ProAdvisor.
  • Detailed written report of the findings and recommendations.
  • Up to one hour of telephone, or in person, consultation to review the report.
  • Proposed corrective action including training or cleanup.

How Much?  -  The fee for this service is $295.  Per the above list, this includes the initial interview as well as the analysis, report, proposal for training/cleanup, and the follow-up consultation. 

 

"Coming together is a beginning. Keeping together is progress.
Working together is success."
Henry Ford

 

 

 

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