Pilot Quality Check: A Free Diagnostic for Your QuickBooks Online Account
Pilot Quality Check is a free service that analyzes your QuickBooks Online (QBO) account to identify potential bookkeeping errors and areas for improvement. This service is designed to provide a quick assessment of the health of your financial records, offering insights to help you make informed decisions.
How Pilot Quality Check Works
The process is straightforward and takes only a few minutes:
- Connect your QuickBooks account: Securely connect your QBO account to Pilot's system. Pilot employs robust security measures to protect your financial data.
- Get your report: Pilot will analyze your data and generate a comprehensive report highlighting potential issues and areas needing attention.
- Optional consultation: After receiving your report, you can opt for a free consultation with a Pilot expert to discuss the findings and develop a plan for improvement.
Why Use Pilot Quality Check?
Accurate bookkeeping is crucial for business success. However, it can be time-consuming and complex, leading to potential errors. Pilot Quality Check helps you:
- Identify potential mistakes: The analysis identifies common bookkeeping errors that could impact your financial reporting.
- Improve accuracy: By pinpointing areas for improvement, you can enhance the accuracy of your financial data.
- Save time and resources: Quickly assess the health of your books without investing significant time and effort.
- Gain valuable insights: Receive actionable insights to improve your financial management practices.
Key Features of the Report
The Pilot Quality Check report covers a range of essential aspects of your QBO data, including:
- Best Practices: Assessment against industry best practices for bookkeeping.
- Update Frequency: Analysis of how frequently your books are updated.
- Transaction Categorization: Review of the accuracy and consistency of transaction categorization.
- Chart of Accounts Status: Evaluation of the organization and completeness of your chart of accounts.
- Standard Bookkeeping: Assessment of standard bookkeeping practices.
- Revenue Handling: Review of revenue recognition and recording processes.
- Payroll Accounts: Analysis of payroll account management.
- Expense Transactions: Review of expense tracking and categorization.
- Advanced Financials: Evaluation of more advanced financial metrics.
- Month-over-Month Variances: Analysis of changes in key financial metrics over time.
- Profit & Loss Values: Review of your profit and loss statement.
- Balance Sheet Status: Assessment of the accuracy and completeness of your balance sheet.
Beyond the Quality Check
Pilot offers a comprehensive suite of bookkeeping, tax, and CFO services for startups and growing businesses. These services build upon the insights gained from the Quality Check, providing ongoing support for your financial needs.
- Bookkeeping: Expert bookkeepers supported by powerful software for unmatched accuracy.
- Tax: Seamless integration of tax preparation and bookkeeping for compliance.
- CFO Services: Advanced financial support, including budgeting and fundraising preparation.
Pilot Quality Check is a valuable tool for businesses seeking to improve the accuracy and efficiency of their bookkeeping. It's a fast, free way to gain valuable insights into the health of your financial records and take steps towards greater financial success.
