What’s Your Plan of Attack?

Solal Ohayon

Have you ever attended a meeting where a ton of great ideas were bantered about, but at the end of the meeting, you had no idea what the next steps were?

To ensure our clients don’t leave a call scratching their heads, we’ve added an additional 15-30 minutes per call for QuickBooks File Review Clients and Consultations to strategize your next steps and document those steps for you.

We realized this would be a great benefit to our clients during a recent File Review call. By the time we shared the findings of our 27-point File Review, the hour was up and we didn’t have enough time to discuss the next steps.

Here’s an example of a plan of attack for a recent project we did. The company came to us because its file was corrupt. Their main concern was to repair the current issues with the QuickBooks file without having to be out of the file.

After performing the 27-step file review, we made the following recommendations:

  • Reconcile all balance sheet accounts. Clean up old reconciling issues.
  • Perform an A/R Cleanup to remove and clear aging items.
  • Conduct a Sales Tax review.
  • Schedule a Chart of Account Cleanup and restructure the P&L.

Just providing recommendations isn’t enough. We need to give break down the projects based on the client’s priorities and whether they want to do the work themselves or outsource it to us – in other words, provide a plan of attack.

Plan of Attack

Phase I – Repair the QuickBooks file. Having a working QuickBooks file is the main priority.

Phase II – Cleanup. Once the file is repaired, the client needs to remove duplicates and cleanup things up to ensure accurate books.

Phase III – Plan for the Future. We can recommend several ways the client can improve their back office efficiencies to avoid manual data entry, save time and improve accuracy. Right now, these aren’t a priority for the client, but once the file is in working order and accurate, they may be ready to make changes that will keep things running smoothly.

Your Plan of Attack

The next time you hold and internal or client meeting, remember to create a plan of attack. It’s just good business.


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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