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QuickBooks File Review

QuickBooks detailed evaluation is designed to give the small business owner a second set of eyes on the health of their QuickBooks file.

Includes detailed review and custom notes for high-priority red flag items in the:

  1. General ledger
  2. Profit and loss
  3. Balance sheet
  4. Accounts receivable
  5. Accounts payable


  1. Sales tax module
  2. Payroll and payroll tax module
  3. Reviewing receipts or other external documents
  4. Verifying the completeness of the records


  1. This engagement letter is for QuickBooks data period starting 01/01/2018 and ending the date of this engagement agreement.


QB training (30 minutes)
Bulk Training - 4 Hour Block
QB training (15 minutes)
QB training (60 minutes)
QuickBooks File Set Up
CCS Bookkeeping
QuickBooks Consulting
QuickBooks File Review
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All prices are exclusive of tax

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