Diagnostic Review

Diagnostic Review

Congratulations on making the decision to get your books back in order! Reaching out is the first, yet hardest, step and you did it! I look forward to reviewing your books and providing a summary to keep you on the path to success. After submitting this form, the last step of the process will be giving us Accountant access to your QuickBooks Online company file. Please visit https://quickbooks.intuit.com/learn-support/en-us/accounting-topics/invite-or-remove-an-accountant/00/186006 for more information on how to invite an accountant to view your QBO company file.
Name*

First NameLast Name
Company Name*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email*
example@example.com
What industry is your business in?*
Are you amending your tax returns? If so, what years?*
Business Entity*
I will need your last filed tax return to verify that it ties out with your QuickBooks company file. Please upload that below if you are an S-Corp with more than $250k in assets, a Partnership or a C-Corp.

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QBO Diagnostic Review
An in-depth review of your QuickBooks Online company file to look for areas of improvement, transactions that need cleaned up and to make sure you are using QBO to it's fullest potential.

$249.00

Total

$0.00
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