Description
Unsure Whether Your QuickBooks is Set Up Correctly?
If you’re unsure whether your QuickBooks file is set up correctly, the Health Review provides clarity. It highlights errors, checks compliance, and shows where your bookkeeping processes may be holding you back. Instead of guessing, you’ll know exactly what’s right and what needs attention.
What Lauretta reviews
Your file is carefully checked across all the areas that matter, including:
- Chart of accounts structure
- Bank reconciliations
- GST coding
- Payroll setup (if applicable)
- Data accuracy and compliance
- Reporting accuracy
Your Health Review Report
At the end of the review, you’ll receive a Health Review Report that includes:
- A clear summary of the condition of your file
- Any errors or inefficiencies found
- What those issues mean for your business
- Practical recommendations to fix them
You’ll also meet with Lauretta over Zoom to go through the findings, ask questions, and plan the next steps.
Not sure what you need?
Book a free 15-minute QuickChat to talk it through with Lauretta.
Your next steps
Once you’ve had your Health Review, you’ll know exactly how to move forward. You can:
- Purchase Cleanup & Rescue Work for Lauretta to fix the issues directly
- Book training or support hours if you’d like to learn how to handle them yourself
- Set up a new QuickBooks file if that’s the best option
