Books Checkup Review
Find out what's wrong in your books. We'll do the work.
Send us six standard QuickBooks Online reports. An accountant runs a full books checkup, explains every problem in plain English, and tells you what to fix first. No QuickBooks login needed.
One flat price
Credited toward a cleanup if you hire us within 30 days.
- A completed Books Checkup workbookYour health score, every issue found, and exactly where each one lives in your reports.
- A written summary in plain EnglishWhat's wrong, why it matters, and what to fix first.
- A 30-minute review callWe walk through the findings together and answer your questions.
- A fixed-price cleanup quote, if you want oneNo obligation. Many owners fix the small items themselves.
How it works
Four steps, about 15 minutes of your time
Request your review
Fill out the short form below. We'll confirm it's a fit within one business day.
Sign and pay
A simple engagement letter spells out exactly what's included. Pay by card or bank transfer.
Send six reports
Export six standard QuickBooks Online reports and upload them through your secure link. Step-by-step instructions included.
Get your results
Your workbook, summary and review call within 2 business days.
What we need from you
Six reports. That's it.
All from Reports > Standard reports in QuickBooks Online, exported to Excel. We send step-by-step instructions with your upload link.
Your data, handled carefully
Private by design
We never ask for your QuickBooks login. You send reports, not access.
Files come in through a private upload link, not email.
Your files are used only for your review and deleted 7 days after delivery.
Questions
Good to know
Do you need access to my QuickBooks?
No. We only need six reports you export yourself. Nobody logs into your account.
Is this a tax return or an audit?
No. It's a bookkeeping review that finds problems in your books and explains them. It isn't tax, legal or audit advice.
What if my books need a lot of work?
You'll get a fixed-price quote for the cleanup. If you hire us within 30 days, the review fee is credited toward it.
Do you work with QuickBooks Desktop?
Right now the review is built for QuickBooks Online. Ask us about Desktop.
Request a review
Tell us about your books
We'll reply within one business day with your engagement letter and secure upload link. No commitment until you sign.