![]() ![]() ![]() Others use our Small Business Diagnostic Tool: QuickBooks Edition ( ) to provide a consistent approach. Others have a checklist that they use in Excel or Word as part of their procedures. ![]() Some people take a Balance Sheet approach as the first step: Go through each account and make sure that it looks accurate, proper procedures are being used, detail reports look reasonable, etc. In my opinion, the first step is to take a step back and really look at the health of the file. While we take the approach that each situation is unique and there is not one size that fits all situations, there are a few data health issues we have been seeing more frequently that bear mention. The time of the year is going to be quickly upon us when Intuit traditionally releases a new version of the software, and clients begin asking questions not only about upgrading but also about new files. ![]()
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December 2022
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