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