Free Practice Guide — Diagnosing the Books

Thank you for your interest in our practice guide, Diagnosing the Books. In this guide, Cathy Iconis, CPA walks you through the steps of diagnosing a QuickBooks Online file.

This Practice Guide includes:

  • Step-by-step instructions on how to review the accounts and highlight areas that will need investigation and cleanup
  • A companion checklist for the diagnosis
  • Tips on how to deal with complex cleanup areas in the books
  • Guidance on how to price the cleanup job
  • Instructions on how to create a checklist for the cleanup job
Practice Guide Diagnosing the Books
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