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What’s Included in a QuickBooks Health Check?

quickbooks-health-check-file-review-year-end-tax-preparation

What’s Included in a QuickBooks Health Check?

In this article, we will answer the most common and frequently asked question – what is a QuickBooks health check? We will also discuss the benefits and how to schedule one with us.

Time sure has flown by so far this year! It is hard to believe that we are already seven months into 2021! With passing the mid-year point and tax extensions deadlines fast approaching, many of our clients have been asking us important questions like, “How do I know my financials are up to date and what needs to be done to bring them current?” or “How can I improve my setup, workflows, and overall use to enhance QuickBooks to fit my business?”. Having the knowledge, best practices and most of all peace of mind in these areas have exponentially positive long-term effects for your business.

To address our common client’s needs, we start with providing a QuickBooks Health Check. At its core, it is designed to review your QuickBooks setup, financials, and overall health. In addition, a big element is that it is tailored to fit your specific business needs. This allows us to provide valuable insights and recommendations to serve as a catalyst to empower you with the knowledge to be successful regardless of if you are the owner, bookkeeper, financial controller, and/or operations manager.

What is a QuickBooks Health Check?

Very simply, a QuickBooks health check is a review package with one of our in-house, industry expert QuickBooks ProAdvisors to comb through your QuickBooks data file for common mistakes, data integrity, overall health, and ensure you are maximizing your usage of the software. As the halfway mark of this year has already flown by, year-end will be upon us before we know it! Being more prepared is always better than the alternative.

The intent behind a health check is to save time and money. And with Out of the Box Technology, we apply our Trademarked SauceBox Approach to ensure you receive the best service possible from the industry’s most expert QuickBooks ProAdvisors.

Start your QuickBooks Health Check!

 

Want to Get the Most Out of Your QuickBooks?

It’s as Simple as 1,2,3!

  1. Intake with our Business Development Team
  2. Schedule your Health Check
  3. Talk with one of our ProAdvisor Experts. Get ahead of the game while you still have time!
Take the First Step

What to Expect When We Apply the Sauce!

Our Trademarked SauceBox Approach is our “secret sauce” recipe for client success. It is a methodological approach that we live by and specifically developed to better serve our clients. Our SauceBox Approach is essentially a five-step internal process that we apply to your journey with us to ensure you receive the best service and solution(s) possible from the industry’s most expert QuickBooks ProAdvisors. Let’s jump into the SauceBox Approach and take a look at what you can expect from us.

 

The SauceBox Approach Applied to Our QuickBooks Health Check

We start by listening to you, asking the right questions, and then walking through our methodical approach to mutually align and implement solutions that will maximize your success. Our goal is to provide the best possible client experience, every single time!
Stage 1: Discovery

You can expect a live, one-on-one consultation with one of our in-house, industry expert QuickBooks ProAdvisors. In this stage, we will identify and diagnose your data file without inspection, and we will begin to formulate objectives and goals, based on what you want to gain from our service.

Stage 2: Synthesize

You can expect your assigned in-house, industry expert QuickBooks ProAdvisor to perform an in-depth QuickBooks file review. Your assigned QuickBooks ProAdvisor will develop comprehensive results and recommendations for your review, review them with you in live time, and will align and confirm your goals and next steps.

Stage 3: Solve

You can expect your assigned QuickBooks ProAdvisor to develop and implement a solution plan.

Stage 4: Review

You can expect your assigned QuickBooks ProAdvisor to facilitate a comprehensive post-review with you to ensure accuracy, understanding, and next steps.

Stage 5: Revisit

You can expect Out of the Box Technology to schedule future check-ins to ensure ongoing success and that financials, processes, and questions/concerns are being addressed and answered.

What We Include in Your QuickBooks Health Check

A live, one-on-one, consultation review package with one of our in-house, industry expert QuickBooks ProAdvisors, to review your data file for:

  • Common mistakes
  • Data integrity
  • Overall health
  • Ensure you are using QB properly AND to its fullest potential
  • Identify gaps in your workflow, company file setup or structure
  • Potential recommendations for automation/streamlined processes through 3rd party apps

To dive a little more in-depth, Out of the Box Technology‘s health check includes over 20 review points, such as:

  • Chart of Accounts
  • Profit & Loss
  • Balance Sheet
  • Accounts Receivables & Payables
  • Bank & Credit Card Reconciliations
  • And many more based on your industry and business model!

What You Walk Away With…

When your health check is complete, you will be armed and ready with the knowledge and insights you need to finish the year strong! You will also receive the following:

  • Thorough feedback on your QuickBooks Health Check
  • Comprehensive results breakdown detailing our expert recommendations
  • Best practices recommendations
  • Answers to specific questions you may have
  • Confidence in your accounting technology

Why choose Out of the Box Technology?

Because setup, workflow, and accounting errors do not fix themselves. You must first identify mistakes before you can take corrective action. And the cost of taking action yourself tends to be greater than the cost of our highly specialized service.

Money Saved

We are able to price competitively largely due to our economies of scale, and we assign every client an industry experienced expert QuickBooks ProAdvisor to work one-on-one with, from beginning to end. Our business model is designed to deliver the best service possible to our clients for the fairest price. We will do everything in our power to ensure client satisfaction and readiness for year-end. But, don’t take our word for it…check out what our clients say about us!

Time Saved

Our team has over 500 years of collective QuickBooks experience. We have accountants, bookkeepers, and industry leaders on our roster that can identify errors and make recommendations that will result in countless hours and dollars saved at year-end. Our expert QuickBooks ProAdvisors crawl through your data file analysis efficiently and effectively. Instead of spending valuable time identifying all potential errors and ways you can improve workflows, let our experts do it for you and focus on corrective steps. With all that time saved and focused on guided improvement, there’s no limit on how much progress you can make within your QuickBooks file.

Resources Saved

Business resources need to be used strategically and are vital to any operation. As a business ourselves, we fully understand and appreciate this sentiment. We have many clients that entrust Out of the Box Technology to help with their QuickBooks tasks, to varying degrees.

The point is, the best strategy for resource allocation does not always involve tackling all challenges yourself. A lot of times, outsourcing professionals and specialists who can accomplish goals more efficiently and effectively is the best course of action.

How to Take Your First Step and Schedule a QuickBooks Health Check?

Taking the first step is easy, you can contact us by clicking on the orange “Take Your First Step” button below, or after the introduction to this article, and filling out the online form. We’ll reach out to you directly to discuss in more detail, answer initial questions you have, and help you get on the schedule for your QuickBooks health check.

Or, you can contact us directly and toll-free at (888) 232-4758. Also, if you are an existing client, you may reach out directly to your Business Development Representative.

Take the First Step Today!

 

Want to Get the Most Out of Your QuickBooks?

It’s as Simple as 1,2,3!

  1. Intake with our Business Development Team
  2. Schedule your Health Check
  3. Talk with one of our ProAdvisor Experts. Get ahead of the game while you still have time!
Take the First Step

About Us

Out of the Box Technology is an Elite QuickBooks Solution Provider (QSP). We provide our clients with QuickBooks products and end-to-end Business services and Data services through our talented team of ProAdvisor Advanced Consultants, possessing over 360 years of combined QuickBooks experience. Out of the Box Technology’s motto is “Anything + Everything QuickBooks, It’s really that simple.” Contact us and let us show you how simple it really is! And don’t forget to check out our Company Blog for Free Resources, valuable How-To’s, and TONS of frequently added QuickBooks content!

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