X-RAY  SCAN

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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.

 

We look at:

  • 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.

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