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QuickBooks Health Check

Work with the construction experts

We know QuickBooks, we know construction

Streamline your business processes with QuickBooks experts who understand your unique business needs. Connect with us now for financial success.

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Purpose

Understanding the health of your QuickBooks file is essential to identifying the efficiencies of your accounting infrastructure. Our team helps evaluate your company file, and recommend areas for improvement that will help your accounting system operate more efficiently and effectively.

What’s included?

Our comprehensive 70-point checklist developed and optimized over the last 20+ years helps our consultants uncover any hidden bottle-necks in your workflow and diagnose any major procedural pit-falls related to:

  • Financial Software System and Add-Ons
  • Company File Layout & Infrastructure.
  • Chart of Accounts
  • Financial Reconciliations
  • Operational Reporting
  • Accounts Receivable (A/R), Accounts Payable (A/P), Undeposited Funds, or any other workflow your business utilizes
  • Fixed Assets / Depreciation
  • Lists – Vendor, Customer, Item, Employees, etc.
  • Inventory (if applicable)
  • Liabilities
  • Sales Tax
  • Balances
  • Profit/Loss Accuracy
  • Miscellaneous / Uncategorized Expenses
  • Use of Memorized Transactions or Reports

What’s not included?

  • Technical support for QuickBooks issues
  • Cleanup or data entry

How does it work?

Maintaining your QuickBooks file is similar to keeping up a vehicle. It needs regular attention to keep it running at optimum speed, and frequent check-ins to ensure its healthy and that everything is working right. Typical QuickBooks optimization should occur every 6-12 months, to ensure your QuickBooks is running at top performance. The end result is that your business reaps the benefits from a more efficient, high functioning accounting infrastructure.

Why Out of the Box Technology

Our team has worked with a diverse array of industries in helping to optimize their QuickBooks data file. From medium-sized businesses, to large corporate company files — we have experience helping our clients become more effective, efficient, and successful with QuickBooks data file optimization.

What Our Clients Say

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