Already worried your QuickBooks may be wrong?
Find out exactly where your books stand before you spend money fixing them.
Sometimes the problem is bigger than normal bookkeeping. Maybe the books are months behind. Maybe something simply doesn't look right. Maybe your CPA or bank suddenly needs financial statements you can trust.
Fixed fee of $750. Pick a time that works for you.
We review your QuickBooks file and document:
Fixed fee: $750
A structured review of the areas where QuickBooks files most often go wrong.
Chart of accounts, company settings, products and services, and how transactions flow through the file.
Bank and credit-card reconciliations, uncleared items, undeposited funds, loans and equity.
Open invoices and bills, unapplied payments and credits, aging and duplicate records.
Income and expense classification, unusual balances, and whether margins look believable.
Use our findings as a roadmap for your team.
Hand our report to your CPA or another bookkeeper.
Get a fixed-price proposal to correct what we found.
And once the books are right,we can help keep them that way.
See How 10 Minutes a Day Works →52-Point QuickBooks Health Assessment
Tell us a little about your business, then pick a time. Fixed fee of $750.
Pick a time for your 52-Point QuickBooks Health Assessment.
Start with a short conversation about your books. If they seem healthy, we’ll talk about ongoing bookkeeping. If they may need work, we’ll recommend the assessment.