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QuickBooks Checkup
A one-time health review of your QuickBooks file to identify errors, inefficiencies, and opportunities for improvement — before small issues become expensive problems.
- Who This Is For:
This service is ideal if:
• You set up QuickBooks yourself
• You’ve never had your books professionally reviewed
• Your CPA keeps asking questions you can’t answer
• You want peace of mind before tax season
What’s Included:
✔ Review of chart of accounts structure
✔ Bank & credit card reconciliation check
✔ Review of income & expense categorization
✔ Liability & balance sheet validation
✔ Written findings summary
What You’ll Walk Away With:
• Clear understanding of what’s correct
• Identified errors or inefficiencies
• Action plan for fixing issues
• Confidence moving forward
Timeline:
Typically completed within 5–10 business days depending on file size.
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