Susan completed a File Review for my practice and found several areas where we needed to make changes and improvements. Things are working much better now!"

File Review

Ever wonder if you are truly using QuickBooks correctly or maximizing its use?  Email Susan a QuickBooks Portable File, she will review your data, and return a report of the practice's current QuickBooks file specifying errors, chart of accounts inadequacies, file weaknesses, including a prognosis on how to best repair the problems.

Answer the following questions:

1.  Is your QuickBooks setup appropriately for a professional practice?

2.  Do you understand your chart of accounts?

3.  Should you be audited, can you rely on your QuickBooks?

4.  Is your QuickBooks setup to help the accountant with your taxes or can you tell in one click what your total collections are for the month?

5.  Are you a new QuickBooks user and you want someone to "check" your efforts?

Six simple questions.  Are you truly using QuickBooks correctly or maximizing its use?

With the QuickBooks File Review, you will email Susan a QuickBooks Portable File*.

She will then review your data and return a report of the practice's current QuickBooks file specifying:
1.  Observed errors,

2.  Chart of accounts inadequacies,

3.  QuickBooks file weaknesses,

4.  And a prognosis on how to best repair the problems.

QuickBooks File Review is a great place to start.

 *QuickBooks Portable File is available with QuickBooks versions 2006-2011.

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QuickBooks File Review from Susan Gunn Solutions

Another great solution from Susan Gunn Solutions!

 

"I wasn't real sure I was using QuickBooks the way I should.  Sure enough, I wasn't!  And Susan sent me back a detailed report of what needed to be changed, as well as how to prevent future mistakes."