Free Practice Guide – Diagnosing the Books

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