Upload Accounting Data for Preliminary Financial Analysis (New Client Only)

  • Preliminary Financial Analysis (PFA) is a “health check” of your accounting system. We provide this analysis free of charge.
  • As a result of the analysis, we will be able to identify strengths and weaknesses of your current accounting practices and provide recommendations, as well as determine the scope of work should you decide to utilize our accounting and bookkeeping solution.
  • To get started, please upload your latest accounting file and all other relevant documentation. If uploading a .qbw, .qbb or .qdf file, please make sure to provide a QuickBooks admin password.
  • You may upload the files of the following types: .qbw, .qbb, .qbm, .pdf, .doc, .xls, .docx, .xlsx, .zip, .jpg, .jpeg, .gif, .tif, .tiff, .csv, .txt, .qdf, .mdb
  • Maximum allowed file size for each file is 250MB