Project AHA!

Do you feel like your books just aren't right?
Maybe you want someone to double check that your on the right track?
Then Project AHA! is for you.
What is it?

The Accounting Health Analysis is a paid review that takes a deep dive into your QuickBooks Online accounting software to get a clear picture of what's wrong with your books. At the end of this analysis you will be provided with a comprehensive report of all the findings and our professional recommendations for moving forward.

What do you get?
QuickBooks Online Analysis:
  • We will diagnose the problem areas
  • Do a review of the Balance Sheet opening balances
  • Identify the transactions that need to be brought up to date
  • Assess the volume and complexity of your transactions
  • Create a detailed list of the clean up required and ongoing accounting needs
  • We will also identify possibilities for improvement
Findings & Recommendations Report:
  • A list of what needs to be done to bring your accounting file up-to-date
  • A list of ways to save time and modernize for more meaningful reports
  • A recommendation for ongoing financial services
  • Up-front pricing for the recommended services
  • A PDF copy of the report
Additional Options:
A Zoom Presentation of the Report


An In Person Presentation of the Report

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