QuickBooks Tune-up and Review

Improve your accounting system with a thorough QuickBooks Review

QuickBooks is the premier small business accounting software and can be counted on to handle day-to-day accounting with little to no issues.  However, like any accounting system, QuickBooks occassionally needs maintenance to improve performance, clean up posting errors, and implement changes in how you use the software.

While no two clients are alike, there are common issues that affect client QuickBooks files that often need attention.  Several of these are:

  • Duplicate customer names
  • Duplicate vendor names
  • Duplicate general ledger accounts
  • General ledger accounts added to the wrong Balance Sheet or Income Statement section
  • Payroll tax payments entered incorrectly
  • Sales tax payments entered incorrectly
  • Vendor payments entered incorrectly
  • Customer payments not applied against the receivable
  • QuickBooks file is too large
  • QuickBooks is too slow

Jeff Jackson CPA offers a Client Data Review service that will clean up your QuickBooks accounting records.  As part of the tune-up, we'll also:

  • Review your transactions
  • Clean up posting errors in payroll, sales tax, receivables and payables
  • Review your QuickBooks configuration, chart of accounts, inventory items and more
  • Customize reports and customer invoices
  • Reconcile accounts
  • And provide additional training

Price: Starting at $340

A QuickBooks Tune-up is a smart and affordable way to get a handle on your books.  Accurate records allow you to make informed decisions about your business and will save you money!

If you have a business in the Canton or Woodstock areas of Cherokee County GA, or in the surrounding northwest metro-Atlanta area, call Jeff Jackson at (678) 919-1250 to schedule your QuickBooks Tune-Up or to request additional information on speeding up and cleaning up your QuickBooks accounting system.