Complimentary QuickBooks Review
Free Bookkeeping Health Check
Get a professional review of your QuickBooks Online file and discover opportunities to improve accuracy, simplify tax preparation, and feel more confident in your financials.
100% Free - No Obligation - 15-20 Minute Review - QuickBooks Online
What is Included?
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Profit & Loss Review
We look for unusual trends, miscategorized income or expenses, and anything that may affect your business reporting.
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Balance Sheet Review
We check for red flags like negative balances, outdated accounts, unreconciled items, or accounts that may need cleanup.
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Chart of Accounts Review
We review whether your accounts are organized clearly and set up in a way that supports accurate, useful reporting.
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Reconciliation Check
We check whether bank and credit card accounts appear reconciled, current, and consistent with your financial reports.
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Common Errors & Red Flags
We look for duplicate accounts, uncategorized transactions, unusual balances, undeposited funds issues, and other common bookkeeping problems.
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Personalized Recommendations
You’ll receive clear next steps based on the current condition of your books.
How it Works
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Schedule
Choose a time that works for you using our online booking calendar. You'll be matched with one of our experienced bookkeepers .
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Share Access
We’ll send simple instructions for providing QuickBooks Online view only accountant access before your appointment.
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Review
We'll perform a high-level review of your QuickBooks Online file and identify the key items that may need attention.
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Discuss
We’ll walk through our findings, answer your questions, and recommend practical next steps.
Frequently Asked Questions
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Most Health Checks take approximately 15–20 minutes. Before we meet, we’ll review your QuickBooks Online file so we can make the most of our time together. During the call, we’ll walk through our findings, answer your questions, and discuss any recommendations.
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Yes. The Bookkeeping Health Check is completely complimentary and comes with no obligation to become a client. Our goal is to provide value by helping you better understand the health of your books. If we believe additional bookkeeping support would benefit your business, we’ll explain your options clearly.
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No. During the Health Check, we review your bookkeeping and identify opportunities for improvement, but we will not make changes to your QuickBooks file. If cleanup work or ongoing bookkeeping support is recommended, we’ll provide a separate proposal outlining the next steps.
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You’ll need a QuickBooks Online account and the ability to invite us as your accountant user. If you’re unsure how to do that, don’t worry—we’ll provide simple instructions before your appointment.
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Don’t worry—we’ve seen it all. Whether you’re a few months behind or dealing with years of bookkeeping issues, our goal is not to judge your books. We’ll help you understand where things stand and recommend the most practical path forward.
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That’s great news. We’ll let you know what’s working well and point out any small improvements we see. Sometimes the best outcome is simply having peace of mind that your books are in good shape.
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Absolutely. We understand your financial information is sensitive. Everything shared during your Health Check is treated with care, confidentiality, and professionalism.
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Yes, you will receive a breakdown of our findings. At the end of your Health Check, we’ll walk you through our findings and provide personalized recommendations based on the condition of your books. If additional work is recommended, we’ll provide a clear proposal outlining the scope and next steps.
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Yes. This complimentary Health Check is currently designed for QuickBooks Online users. If you use another accounting system, you can still reach out and we’ll let you know whether we’re able to help.
Ready to Feel More Confident About Your Books?
Schedule your complimentary Bookkeeping Health Check today and get clear, practical insight into the health of your QuickBooks Online file.