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Evaluation – Discovery and Review


Evaluate Your Systems

Have you been doing your own bookkeeping, had someone else doing your bookkeeping, or have no bookkeeping system in place? Do you have an employee working in your QuickBooks and wonder if they are doing a good job or need some training or support? Then start with an evaluation to discover and review what is working, what needs to be fixed or cleaned up, or what needs to be created. Look for the “Schedule An Appointment” link at the bottom of the page to set up a phone call. During the conversation we will discover what evaluation package your business requires and an invoice with payment link will be emailed to you along with instructions of information needed.


All Packages Include:

  • Consultation with Accountant to gather information
  • Review QuickBooks company file and statements to view transactions
  • Notes on discovery of what areas are good and those that need clean up or changes made
  • Determine what package is needed to move forward – make a plan for bookkeeping success


Evaluation Package A


  • New Business in first year
  • Never Been Reconciled in QuickBooks
  • Not in a bookkeeping system but wants to start
  • 1 Checking
  • 1 Credit Card
  • 2 Equity Accounts – Owner Draw & Owner Contribution

Evaluation Package B


  • 2 Bank Accounts
  • 2 Credit Cards
  • 2 Loans- Auto or Fixed
  • Shareholder Distribution
  • Shareholder Contribution
  • Shareholder Notes Payable
  • Payroll
  • Scorps

Evaluation Package C


  • All Items of package B
  • Invoicing in QBO
  • Uses Square, PayPal, 3rd Party Processors that charge fee on each transaction
  • Accounts Receivable in QuickBooks
  • Undeposited Funds
  • Payments applied to Invoice
  • Additional credit cards
  • Line of Credits
  • Fixed Assets
  • Accounts Payable in QuickBooks- Enters Bills
  • Multiple Locations
  • Multi- user in QuickBooks
  • Uses Class or Job Coding