What we look at
- How QuickBooks is structured today: chart of accounts, customers, jobs, classes, locations
- Whether accounts are reconciled and current
- Balance sheet accuracy
- How your job, payroll and banking software feed QuickBooks
- What reporting you have and what you actually need
What you get
A clear picture of the state of your books and a recommended next step — cleanup, restructuring, monthly accounting, reporting, or some combination.
How access works
We never ask for your QuickBooks password. Access is granted only through QuickBooks' own accountant invitation. See the QBO Access page for step-by-step instructions.
What it costs
Nothing. The Books Review is free and there is no obligation. If we recommend ongoing work, you'll know the scope and the flat monthly fee before anything starts.
Why we start here
Every business's books are set up differently, and most problems aren't visible from a sales call. Looking at the actual QuickBooks file shows whether the issue is monthly upkeep, a structural problem, a backlog, or reporting that doesn't fit the business — and each one calls for a different engagement. Starting with a review means the scope we recommend is based on what's actually in your books.
What happens next
We walk you through what we found and recommend a next step. If it's a fit, we scope the work. If it isn't, you'll still leave with a clear picture of where your books stand.
Want to see what this looks like for your business?
Every engagement starts with a free Books Review of your current books and QuickBooks structure — what’s working, what isn’t and what to do next.