27 Steps to Mr. Clean!

Mr Clean Books

Remember theMr. Clean commercial? I was in awe how one man in his white T-Shirt could clean an entire house with very little effort.

At Fourlane, we have the same goal: to help our clients manage their business with very little effort. That’s why we developed a 27-step QuickBooks file review process.

One of our clients, Maria, works for a mid-sized manufacturing company and was frustrated with QuickBooks – so frustrated that she was ready to change software. The software was slow, crashed frequently and the chart of accounts just didn’t look right.

We talked her into waiting until we could do a file review and find the problem. Kat, our services manager, stepped in.

We ran through our 27-step file review process and found a variety of issues that explained Maria’s frustration: data corruption was slowing things down, creating incorrect entries and un-reconciled accounts. Maria’s company also had more than seven years of data in the system, which was slowing things down as well. We gave her a report of the errors, and once she asked us to fix the problems, we cleaned up QuickBooks … now her house is gleaming and shiny.

At the end of the process, we gave Maria a written report on what was going on with her files. She then asked us to fix the problems.

Today, Maria’s files run well and she is content using QuickBooks. The Mr. Clean approach worked for her and also works well for many of our clients. Contact us today if you need help cleaning up your files.


About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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