FPG-USA
Project-Based CFO Advisory
Helping Founders, CEOs & Boards Build Stronger Businesses
Remote | Nationwide
From the Bookkeeping Desk to the Boardroom
Since 2008
Intuit Gold ProAdvisor – Enterprise Suite Certified • QBO Level 2 Certified • Client Advisory Services Foundation
QuickBooks Online "QBO" Diagnostic Audit
QBO Diagnostic Audit—Know What’s Broken Before It Costs You
Our QuickBooks Online Diagnostic Audit identifies problems within your QBO file and determines what needs to be corrected and prioritized.
You'll receive findings and recommended next steps for cleanup, catch-up, or other appropriate services.
📋 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
1️⃣ Transaction & Categorization Review
We review your transactions for:
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Misclassifications
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Duplicates
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Incomplete data entry
2️⃣ Bank & Credit Card Reconciliation Check
We verify your accounts are properly reconciled to:
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Bank statements
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Credit card statements
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Payment platforms
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3️⃣ Chart of Accounts Assessment
We check your Chart of Accounts for:
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Proper structure
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Relevance to your business model
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Consistency with reporting goals
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4️⃣ Vendor & Customer List Review
We review your lists for:
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Duplicate entries
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Missing contact or tax info
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Integration issues with invoicing and payments
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5️⃣ Open Items, A/R, A/P & Undeposited Funds Check
We identify problems with:
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Uncollected invoices
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Stale payables
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Undeposited funds
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Balance sheet discrepancies
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6️⃣ Workflow & Setup Review
We look for red flags in:
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User setup
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App integrations
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Workflow efficiency
7️⃣ Reporting & Dashboard Integrity Check
We confirm your reports are generating correctly and capturing:
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Accurate P&L
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Balance Sheet data
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Cash flow tracking
8️⃣ Summary of Findings & Next Steps
We provide:
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A diagnostic report of findings
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Recommended fixes or cleanup actions
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Optional ongoing support plan (bookkeeping, accounting, CFO advisory)
Ready to Uncover What’s Broken?
👉 Schedule your QBO Diagnostic Audit call
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