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Are your financial records in order for tax time? |
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Do you have an accurate picture of your income and expenses? |
A properly set up QuickBooks data file is essential for informed decision-making, obtaining a bank loan, insurance audits, and preparing your income taxes. Good Financial Reports = Great Financial Decisions!
With the QuickBooks Tune-Up Service, A Step Up will examine key areas of QuickBooks and provide you with a detailed analysis of areas working well, places for improvement, and tips for a more efficient process. We will examine all current year transactions for accurate tax tracking. We will even spend up to 3 hours actually cleaning up your data file. We guarantee a 1 week turnover, so will be processing a limited number of Tune-Ups per week. Call 679-2022 today to reserve your preferred time slot!
- 1 Week Turnover
- Detailed Analysis of your QuickBooks data using our 21 Point Checklist
- Up to 3 hours of cleanup services
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21 Point Checklist
includes a detailed look at:
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Overall Setup
- Chart of Accounts Analysis
- Item List
- Item Account Mapping
- Inventory Asset List
- Fixed Assed List
- Opening Balance Inquiry
- Sales Tax Payable
Banking
- Bank Account Balances
- Deposits
- Owner Withdrawals
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Customers
- Customer Information
- Customer Payments
- Accounts Receivable Balance
- Undeposited Funds
Payroll
- Employee Setup
- Payroll Items
- Withholding setup
- Payroll Liabilities
Vendors
- Vendor Information
- Bill Payments
- Accounts Payable Balance
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