Are you just starting your bookkeeping or accounting firm? Want to know how to diagnose a client’s QuickBooks Desktop or QuickBooks Online file to price your clean-up work?

This QuickBooks File Review template is for you. It is a downloadable word template with detailed areas to review in QuickBooks, sample recommendation solutions, and a structured layout to emphasize your branding and business benefits.

This is the template we use here at Goshen Bookkeeping & Consulting to secure and closeout 80% of our proposals with clients.

Once you purchase, you will receive a unique email link to download the file within 24 hours. Check your spam/junk folder if you don’t see the email in your inbox.

There is no refund. We’ll do our best to answer any questions you may have in using the template.