QuickBooks® Tune-Up: Build a Rock-Solid Foundation

Is This You?

You’re a good fit for a Tune-Up if any of these sound familiar:

• “My reports don’t look right, so I don’t trust my numbers.”
• You’re months behind on reconciling bank or credit card accounts.
• Transactions are miscategorized or duplicated and you’re not sure where to start.
• You’ve grown or changed, and your current setup no longer matches how you operate.

This is a one-time, focused project designed to get you from “I’m not sure” to “I know where I stand.”

During your QuickBooks Tune-Up (Foundation), we will:

• Review your current QuickBooks setup, chart of accounts, and key settings.
• Reconcile key balance sheet accounts for the agreed period.
• Identify and correct common issues (misclassifications, duplicates, uncleared items).
• Clean up selected historical data as needed for accurate reporting.
• Configure or refine key reports so you can quickly see what matters.

You’ll walk away with cleaner books and a clear picture of what’s been fixed and what to watch going forward.

1. Quick discovery call – We talk through your current QuickBooks file, your pain points, and your goals for the Tune-Up.
2. Secure file access & review – You grant access, and we perform a detailed review to confirm scope and priorities.
3. Cleanup & tune-up – We complete the agreed cleanup and configuration work, and monitor for any exceptions or questions.
4. Review meeting & next steps – We walk through what we did, show you your updated reports, and outline recommended next steps.

Our goal: clean, dependable books that support better decisions—not just a prettier file.​