$650.00 USD

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Quickbooks Online Health Check

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 or bookkeeper 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.
  • Needs higher level troubleshooting on one specific topic. 

The review includes:

  • Thorough Assessment: An Elite QuickBooks ProAdvisor will meticulously review 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, we'll provide personal recommendation on not only what needs to be fixed but tips to enhance and streamline your bookkeeping.
  • One-on-One Coaching Call: After the assessment, we'll schedule a one-on-one Q&A session (up to 60 minutes) to go over any questions or training you may need to correct the items on the assessment.
  • Quote: Based on the assessment, we will provide a quote in the event you need further assistance to clean up your Quickbooks Subscription. All quotes provide a Do-It-Yourself, Done With You, & Done For You Option to ensure support for any business budget. 

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

What People Are Saying:

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

Janet

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 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 would be lost without Courtney!

Christine

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

Jody