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.