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QuickBooks Online "QBO" Diagnostic Audit

🔍 QBO Diagnostic Audit—Know What’s Broken Before It Costs You

Your books may look fine at a glance, but hidden issues could be setting you up for:

  • Tax penalties

  • Cash flow surprises

  • Loan application rejections

  • Reporting errors

  • Compliance risks

  • Missed growth opportunities

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Our QuickBooks Online Diagnostic Audit finds the gaps fast—so you know what’s wrong, how to fix it, and what to prioritize next.

It’s the first step before cleanup, catch-up, or advisory services.

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🚀 Ready to Uncover What’s Broken?

👉 Schedule your free QBO Diagnostic Audit strategy call ›

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— Richard Kahn, Founder & CFO, FPG‑USA

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📋 What’s Included in Your Diagnostic Audit (TOC)

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1️⃣ 🧹 Transaction & Categorization Review
2️⃣ 💳 Bank & Credit Card Reconciliation Check
3️⃣ 🗂️ Chart of Accounts Assessment
4️⃣ 🧾 Vendor & Customer List Review
5️⃣ 🔍 Open Items, A/R, A/P & Undeposited Funds Check
6️⃣ ⚙️ Workflow & Setup Review
7️⃣ 📊 Reporting & Dashboard Integrity Check
8️⃣ 🛠️ Summary of Findings & Next Steps​

👉 Ready to Take Control of Your Financial Strategy?

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1. Transaction & Categorization Review

1️⃣ 🧹 Transaction & Categorization Review

We review your transactions for:

  • Misclassifications

  • Duplicates

  • Incomplete data entry

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2️⃣ 💳 Bank & Credit Card Reconciliation Check

We verify your accounts are properly reconciled to:

  • Bank statements

  • Credit card statements

  • Payment platforms

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3️⃣ 🗂️ Chart of Accounts Assessment

We check your Chart of Accounts for:

  • Proper structure

  • Relevance to your business model

  • Consistency with reporting goals

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4️⃣ 🧾 Vendor & Customer List Review

We review your lists for:

  • Duplicate entries

  • Missing contact or tax info

  • Integration issues with invoicing and payments

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​5️⃣ 🔍 Open Items, A/R, A/P & Undeposited Funds Check

We identify problems with:

  • Uncollected invoices

  • Stale payables

  • Undeposited funds

  • Balance sheet discrepancies

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6️⃣ ⚙️ Workflow & Setup Review

We look for red flags in:

  • User setup

  • App integrations

  • Workflow efficiency

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7️⃣ 📊 Reporting & Dashboard Integrity Check

We confirm your reports are generating correctly and capturing:

  • Accurate P&L

  • Balance Sheet data

  • Cash flow tracking

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8️⃣ 🛠️ Summary of Findings & Next Steps

We provide:

  • A diagnostic report of findings

  • Recommended fixes or cleanup actions

  • Optional ongoing support plan (bookkeeping, accounting, CFO advisory)

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🚀 Ready to Uncover What’s Broken?

👉 Schedule your QBO Diagnostic Audit call

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2. Bank & Credit Card Reconciliation Check
3. Chart of Accounts Assessment
4. Vendor & Customer List Review
5. Open Items, A/R, A/P & Undeposited Funds Check
6. Workflow & Setup Review
7. Reporting & Dashboard Integrity Check
8. Summary of Findings & Next Steps
Schedule
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Ph:  417-862-4710
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