SERVICES
Comprehensive Financial Check-Up
Health check-ups are vital for our overall physical health, but did you know that computerized financial records could benefit from a check-up as well?
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If you’re a business owner (with or without a bookkeeper) or a sole proprietor that keeps your own financial records I conduct a Comprehensive Financial Check-Up which identifies:
· Set-Up Issues (deep dive into Chart of Accounts to diagnose set-up
problems)
· Balances Issues (look for unusual balances, unexplained accounts,
uncategorized income/expense)
· Improper Workflow Issues (negative inventory, unapplied payments to
bills/invoices, undeposited funds not applied to deposits correctly)
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​
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Pkg #1
QuickBooks Online Comprehensive Financial File Check-Up: $397
​
Pkg #2
QuickBooks Online Comprehensive Financial File Check-Up + Classes and Products: $597
​
Pkg #3
QuickBooks Online Comprehensive Financial File Check-Up + Classes, Products and Inventory: $997 (and up)
Comprehensive Financial Check-Up
Health check-ups are vital for our overall physical health, but did you know that computerized financial records could benefit from a check-up as well?
​
If you’re a business owner (with or without a bookkeeper) or a sole proprietor that keeps your own financial records I conduct a Comprehensive Financial Check-Up which identifies:
· Set-Up Issues (deep dive into Chart of Accounts to diagnose set-up
problems)
· Balances Issues (look for unusual balances, unexplained accounts,
uncategorized income/expense)
· Improper Workflow Issues (negative inventory, unapplied payments to
bills/invoices, undeposited funds not applied to deposits correctly)
​
​
​
Pkg #1
QuickBooks Online Comprehensive Financial File Check-Up: $397
​
Pkg #2
QuickBooks Online Comprehensive Financial File Check-Up + Classes and Products: $597
​
Pkg #3
QuickBooks Online Comprehensive Financial File Check-Up + Classes, Products and Inventory: $997 (and up)
Year-End Preparation
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Comprehensive Financial File Check Up on existing books
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Reconciliations/working papers for all balance sheet accounts
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Liaise with client accountant if necessary
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Year-End Review Meeting prior to accountant submission
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Digital zip file with all year-end documents supplied to client and accountant
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Hard Copy can be provided upon request
QBOnline Existing Company Migration
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Comprehensive Financial File Check Up on existing books
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Review chart of accounts, clean up and customize for your company
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Migrate data to QBO and optimize with features (receipt capture, linked accounts, reconciliations, payroll)
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Optional training for owner or bookkeeper
Strategic Investor Score Card Strategy Session
Stress Test your investment portfolio for these What If scenarios: ​​
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WHAT IF interest rates rise half a per cent—will I reach my cash flow goal
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WHAT IF rents increase—how much extra cash flow will I have access to?
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WHAT IF values rise or fall 10 per cent—how does this affect my equity goal?
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WHAT IF my expenses increase or decrease?
Christine will spend an hour and a half reviewing your numbers and strategizing the tactics you can implement to be more profitable.