Fourth Quarter QuickBooks File Review

Beatriz Perez Moya

For many businesses, the fourth quarter is spent prepping for, and completing, year-end taxes. That’s what makes it the perfect time for a File Review from Fourlane.

Customers frequently come to us with problems in their QuickBooks file. For example, they started using Square to conduct sales and now they’re seeing double income in their chart of accounts. Perhaps, their Items List isn’t reconciling properly, so they need help with setup and training. Maybe, they feel like their accounting practices are just taking too long and want some expertise on improving their workflow and QuickBooks usage.
Before we can make specific recommendations, we perform a File Review. This $299 investment allows us to analyze your QuickBooks file and provide you a comprehensive report on how it’s working. We look at workflows, list items and usage, transaction types and usage, and more.

When you purchase a QuickBooks File Review from Fourlane, we commit to:

  • A thorough analysis. The 27-point file review takes into account nearly all aspects of your QuickBooks file and internal processes.
  • Great service. You’ll receive a welcome letter from a real person on our service team, who will let you know what he or she needs to get the job done and the timeframe. As a result, we hope you’ll never question what’s happening on our end.
  • Action plan. Once the file review is complete, we’ll schedule a call to review the findings and discuss the next steps. We’ll provide prioritized recommendations, based on the QuickBooks File Review and your objectives.

Contact us today to get started with your QuickBooks File Review. It will give you a jump-start on 4th quarter!


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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