Case Study
How We Helped
After spending time with the client as well as their CPA firm going through the QuickBooks file, we spent the necessary time learning the moving parts of the client’s business so that we could evaluate where the bookkeeping procedures needed to be adjusted. We then put an ongoing process in place to get information from the client on particular transactions where we required some clarification.
By utilizing the Class feature within QuickBooks we were able to isolate particular properties for examination on demand by the client and any relevant financial institution. Additionally, we put together a report set that allowed for the client to easily and quickly determine the financial performance of the various properties in their portfolio.