$247.00 USD

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Quickbooks Online Review

Lacking confidence in your Quickbooks Online file?

Don't let uncertainty about your QuickBooks Online subscription hold you back!

This service is perfect for the small business owner who:

  • Is unsure that their QuickBooks set up is accurate for their specific business.
  • Has a sneaking suspicion something is off...but not sure what.
  • Notices things don't match up and is not sure why.

The review includes:

  • Video Assessment: No need to schedule yet another meeting! Courtney (An Elite QuickBooks ProAdvisor) will provide a recorded video assessment your QBO subscription to identify set up issues, discrepancies, errors, or inefficiencies that might be affecting your financial accuracy. 
  • Custom Recommendations: Based on the assessment, she will provide recommendations what needs to be fixed and tips to enhance and streamline your bookkeeping.
  • Timeline and Video Delivery:
    • You will receive a confirmation email from Courtney when she has gained Accountant Access to your Quickbooks File. 
    • You will receive an email with the video recording of the Quickbooks Review within 48 hours from the time Courtney receives Accountant Access to your Quickbooks file.
  • Quote: Based on the assessment,  a quote will be provided in the event you need further assistance to clean up your Quickbooks Subscription. All quotes provide a  Done With You, & Done For You Option to ensure support for any business budget.
  • Free Quickbooks Review with Purchase: If you chose to move forward with a service from the Quote provided, the purchase for this Quickbooks Online Review will be applied as a down payment making the QBO Review free!

After the review you can rest easy knowing where your QuickBooks file stands and the action you need to take.

What People Are Saying:

Courtney is great! She is helping with a mess I created in QBO

Jody

I would be lost without Courtney!

Christine

Courtney is absolutely fantastic! She is extremely knowledgeable, reliable, and responds quickly to messages. I dread cleaning up my books, and she fixed my issue in less than 15 minutes. She is passionate about helping small business thrive. I look forward to working with Courtney for many years!

kbaker

I found Courtney right when I had given up hope. She helped me understand Quickbooks and my Bookkeeping tasks so that I could get into a flow that works for my business.

Alex

Courtney has not disappointed. Her patience, expertise and positive attitude make her second to none.

Janet