A fast, $495* deep-dive into your QuickBooks Online to uncover reconciliation issues, categorization errors, and broken integrations.
Categorization
- Are expenses and income entered correctly?
- Do you have common issues like payments not correctly applied to invoices or bills, or unexplained open balances in accounts like undeposited funds?
Reconciliation
- Have your accounts been compared to company statements?
- What’s unreconciled or duplicated?
Integrations
- Are tools like Jobber, Housecall Pro, or other customer service software syncing correctly?
- Do key totals like accounts receivable (what your customers owe you) agree with QuickBooks?
- Any duplicate entries or missing data?
What You Get
- A clear, plain-English summary of findings
- A prioritized action plan
- Recommendations to fix and streamline your system
Who This Is For
Business owners who haven’t looked under the hood in a while
- Anyone unsure if their QuickBooks is “right”
- Companies preparing for taxes, loans, or growth
What This Is Not
This is not a full cleanup or bookkeeping service. We will not make changes to your data.
If cleanup is needed, we’ll quote that separately.
Pricing
Flat Fee: $495
No hourly surprises. No long-term commitment.
Timeline
Completed within 5-7 business days after access is granted.
Stop guessing. Know where your books stand.
*assumptions: 1-5 business checking and savings accounts with 1,000 transactions per month or fewer each, currently using QuickBooks Online or similar online accounting system; all work to be done remotely, scope not to exceed two years looking back. For owners with multiple companies or scope beyond this, we can quote on request.
If the health check turns up real issues, our QuickBooks Online cleanup projects can help.