Check Up
$395.00
Description
HAVE YOU INHERITED A MESSY SET OF BOOKS?
- Do you dread board meetings because you know the reports are confusing and take too long to prepare?
- You have way too many accounts, many of which you don’t use or understand
- You can’t get the true cost of your programs
- Have you learned better ways to utilize your Quickbooks® (maybe with classes or jobs) but have years of data entered incorrectly?
- The accounts haven’t been reconciled in years
- Do you feel that total demolition and starting fresh is your only option? Maybe it is and maybe it isn’t, let us offer you our guidance!
Let us give your accounts a check up!
- We will meet with your team virtually for an hour to learn what you feel are the pain points of your QuickBooks® file, as well as what leadership would like to get out of QuickBooks®
- We will then review your QuickBooks® file, top to bottom
- We will provide you with:
- A list of specific items that need to be corrected in your books
- A formal redesign plan for your accounts, classes, customers, and items (product/services in QBO) to allow for the kind of reporting leadership needs including:
- A one page Profit & Loss compared to budget that is easy for your board to understand
- Separate Profit & Loss by Program to see profitability for a program, project, or event
- Expense report broken out into Program, Admin and Fundraising columns for easy tax return and audit reporting
- Grant tracking reports
- Any other tracking you have asked for
- A final Implementation call where we will help you make a plan for when and how to incorporate your QB Check-Up results
- NEED HELP WITH IMPLEMENTATION: Any plan is only worth paying for if you can implement it. We can take your data file and do the work ourselves to remove errors and redesign the file. A separate agreement with a fixed price will be estimated but know that the cost of the Check-up ($395) will be applied towards this new agreement.
