Quickbooks Training and Workflow Strategy

- Strategy Sessions and Clean up -

Business Financial Health Check

One time $1000

Our comprehensive Business Financial Health Check is designed for business owners who want expert insight into the true state of their financials. We’ll dig deep into your numbers, identify red flags, and highlight areas for improvement or growth.

What's Included:

60 Minute Strategy Session
Chart of Accounts Review
Financial Statement Health Check
Cash Flow Snapshot
Payroll & Contractor Review
Software & T4ech Stack
Internal Controls Check
Tax Readiness Checklist
FReport of Findings with 30 Mi

Strategy Session for workflow processes and Systems

Starting at one time $1000

Want to ensure that your office workflow is the most effective process in ensuring your accounting is getting done right? This is a 1-on-1 conversational meeting on your current processes and how we can strategize to make your system smooth and worry free! Written instructions for your team will be provided after meeting.

Chart of Accounts review and/or clean-up

Starting at one time $500

Not sure if your financial statements are reading correctly? Ensuring your chart of accounts is set up properly is key and the first step to staying on top of you finances efficiently. We can review your chart of accounts and help guide you on cleaning up and moving transactions to the correct categories.

Terms and Conditions apply to all services and will be noted in the proposal. All sessions available in person or online.

Quickbooks

Quickbooks Training

Mai Solutions has Quickbooks Certified Pro advisors on their team and we are happy to pass our knowledge to our clients.

We offer training packages for you and your team and would be happy to discuss more!

If accounting is not your thing, no worries, we have bookkeepers that can do it all for you!

Click below to schedule your one-on-one training. If you need more details or training for multiple attendees please go to the contact us page and let us know how we can help!

Quickbooks Training and Workflow Strategy