Data File Review
"I was looking for an easier way to develop our annual budget and to monitor our P&L over the fiscal year. We already used the class system in QB but were unaware of the Jobs tool. Wendelyn provided sound advice for how we could use the Jobs tool to track our grant income and expenses more effectively and efficiently. I now have the financial management tools I need at both the Jobs and Class level. As a result, I’m spending much less time monitoring, tracking and budgeting."
Ellen Kahler, Executive Director, Vermont Sustainable Jobs Fund, Montpelier, VT
Are You Getting the Most Out of QuickBooks?
How Accurate are Your Financials?
A data file review by Quick$tart can help you answer these questions, get more from the information you collect, and better utilize QuickBooks’ features—resulting in more efficient data collection, more accurate reports and better business decisions.
Quick$tart reviews client’s data files to:-
Streamline data entry processes.
Often clients are not yet invoicing from QuickBooks, or have set up elaborate systems to track information that can easily be tracked in QuickBooks while entering routine financial information. -
Generate the information you need right in QuickBooks.
Let us evaluate your use of spread sheets to see if that information can be easily generated in QuickBooks. -
Create reports for month, quarter and year-end review.
Develop group reports for periodic review of your financial information. Get period-to-period comparison reports or look at your expenses as a percentage of income to compare to industry standards. -
Verify the accuracy of your financial information.
If you are uncertain about the accuracy of your financial information Quick$tart can meet with you to review your file. If we find errors we help you understand why and train you and your staff to avoid them in the future.
To get started, call 802-253-6008 or email Quick$tart today!
“Mid-year is a good time to have a data file review done, 
as it ensures you will have accurate financials for the remainder of the year.”
as it ensures you will have accurate financials for the remainder of the year.”
