Not sure why your accounting software isn’t giving you

the data you want?

 

Not sure if things are set up correctly or being done right?

 

Our X-Ray Vision Scan service will do a deep dive into what’s happening and why.

 

We will also identify areas where you could be using your software to its fullest potential.

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We look at:

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• Company setup

• Bank reconciliations

• Chart of Accounts

• Undeposited Funds

• Billable Time

• Sales Tax

• Advanced Client Costs

• Retainer | Settlement Funds

• Item List

• Vendor List

• Customer List

• Accounts Payable

• Accounts Receivable

• Payroll

• Financial Statements

 

Upon completion of the X-Ray Vision Scan, you’ll receive a summary report detailing the issues we’ve found and a recommendation for improvement.

 

You can take the report and run with it, or we can clean it up for an additional fee.