Our Offerings

In our tune-up service, we will conduct a comprehensive review of your balance sheet and income statement accounts, transactions for the year, and your current accounting software setup. Our focus will be on reconciling the general ledger with subsidiary records and identifying areas for improvement where errors or improper software usage are observed. We will also assess how effectively you are utilizing the software, recommending customizations for reports and forms, adjustments to company settings, and the addition of features such as class/project/job tracking. Additionally, we will address a set of questions you have regarding the software.