Unlock the Full Potential of QuickBooks Online with Day2Day Books' QBO Diagnostics
In today’s digital age, QuickBooks Online (QBO) has revolutionized the way businesses manage their finances. Over the past decade, QBO has witnessed explosive growth, with over 8 million users worldwide. This powerful accounting tool has become indispensable for small businesses, making financial management more accessible than ever before.
Meet Marloes, a seasoned expert with nearly a decade of experience working with QBO. Back when she first started, QBO was still in its infancy, but today, it has become a global phenomenon. As Canada’s small businesses thrive, representing a whopping 98% of all businesses, it’s no surprise that over 80% of them prefer to take charge of their own bookkeeping.
Marloes understands the value of business owners wanting to grasp the ins and outs of their financial affairs. However, she also knows that setting up and maintaining your own accounting system can be a daunting challenge, fraught with potential pitfalls.
Over the years, Marloes has compiled a list of the most common errors made during QBO setup and ongoing transaction recording. These seemingly innocent mistakes can have costly consequences. Your accountant may have to spend hours rectifying annual reports, you might miss out on valuable Input Tax Credits (ITC) on your tax return, or you could find yourself sinking too much time into what should be a streamlined process.
To support you and your business, Marloes and her dedicated team at Day2Day Books are excited to introduce the QBO Diagnostics service!
But what exactly is “diagnostics”? In essence, diagnostics refers to the process of identifying and analyzing problems or issues within a system or machine. In the context of QBO, it means uncovering the intricacies of your accounting setup to ensure everything is running smoothly.
Here's how it works
- Initial Consultation (45 minutes): You’ll have the opportunity to share your challenges and business needs during this session. Once you provide access to your QBO file, Marloes and her team will kick-start the diagnostics process.
- Diagnostics & Review: Marloes’ team will thoroughly review your QBO file. They’ll ensure your settings are correct, your chart of accounts aligns with your business requirements, and all necessary sales taxes are properly set up.
- Recommendations: In a follow-up 45-minute meeting, Marloes’ team will present their findings and recommendations. At this point, you have options:
- You can choose to have Day2Day Books implement the recommendations for you (cost may vary).
- You can opt to implement the changes yourself, armed with expert guidance.
Additionally, for added peace of mind and accountability, you can select the “Accountability Check” add-on within 3 months for just $99.
READY TO GET STARTED?
Are you ready to unlock the full potential of QuickBooks Online for your business? Book your first 45-minute meeting with Marloes and her team right now by using Calendly.
Don’t let accounting complexities hold your business back. With QBO Diagnostics, Marloes and her team are here to ensure your financial systems are running at peak efficiency, so you can focus on what truly matters—growing your business.