Thank you!
Your Diagnostic Review is officially underway!
We're excited to help you achieve a cleaner, more organized bookkeeping system tailored for your business.
Here is what happens next:
Step 1: Grant Accountant Access to Your Quickbooks Online (QBO) or Xero account.
Click here to learn how to add accountant users in QBO.
Click here to learn how to add accountant users in Xero.
For both, you will want to invite Erica Paynter and use the email erica@myvbk.com
Step 2: Once we begin, please refrain from making any changes in QBO until the review is complete. This ensures we get the most accurate picture of your financials.
This is SUPER important. We want to ensure the Diagnostic Review covers all issues and we can only ensure that if no changes are made once we get started.
Step 3: Book a Call with Me
