Erin Denise, Chartered Professional Accountant Inc./Quickbooks Online (QBO) Diagnostic Review Service

  • Free

Quickbooks Online (QBO) Diagnostic Review Service

Book your free Discovery Call today! 

Do you feel nervous about your Quickbooks file?

We're here to help you!

Many of our New Clients choose to get started with a Quickbooks Diagnostic Review service. 

We will diagnose the main issues creating bottlenecks and disorganization in your bookkeeping software program,

And create a roadmap to bookkeeping success for you and your business.

Check out more details about our QBO Diagnostic Review Service below!

Who is this Service for?

My Quickbooks Online Diagnostic Review is for Entrepreneurs who have an out of control Quickbooks account

And are ready to:

(i) Receive the bookkeeping answers you've been looking for,

(ii) Clean Up and Gain Control of your Bookkeeping and Business Administration,

(iii) Shift your Business into the Next Level of SUCCESS!

The Benefits of this Service:

  1. Saves you time! Fixing the problems will save you tremendous amounts of time every year

  2. Provides you Peace of Mind - Know your books are done right, So you can focus on the growth of your business, instead of being held back in survival mode

  3. Saves you Money - An organized bookkeeping system ensures all your expenses get recorded and you pay less tax - keeping more money in your bank account!

What's included for free:

1 x Free 20 Minute Discovery Call

where we will,

(1) Diagnose the main issue holding you back in your QBO database,

(2) Identify your ideal starting point for moving forward

towards organization, ease and control of your business bookkeeping system!

Once you select the button above,

"Get access for free"

you will be directed to our Appointment Booking Page.

After our call,

you will be invited to move forward with our

full QBO Diagnostic Review Service,

see these details below. 

Check out our helpful QBO Training Videos:

Click here to view Getting Started in QBO with Erin,

and

Not sure if your QBO bank is reconciled properly? Check out Erin's video on this topic here

Our full QBO Diagnostic Service includes:

1. Free Discovery Call (same as above)

2. Review of your QBO database and preparation of our signature QBO Diagnostic Report. 

Our QBO Diagnostic Review includes the following: 

Tax Return reconciliation, Banking and Credit Cards, Undeposited Funds, Profit & Loss, Balance Sheet, Accounts Receivable and Accounts Payable aging, Chart of Accounts, Payroll, Inventory, and Sales Tax and Income Taxes. 

3. We'll review our report with you, which includes going over our findings together in your QBO database with you, providing our recommendations, and guidance for moving forward. 

Whether your goal is to be "tax ready", have reports you can base your business decisions on, or something else entirely, we can get your QBO database where it needs to be. 

So your QBO can work for you, and you can have more time for the things you enjoy most in life. 

Erin Denise Petaski

I've spent over 15 years working in accounting, finance, and travelling the world.

I love supporting Entrepreneurs live the life you choose.

Through numbers, organization and understanding.

Stepping into our Vision with Grace and Kindness, serving both ourselves and our greater Community.

I invite you to read about my inspiring experience volunteering in Cambodia here.

Book My Free Discovery Call with Erin here.