The first step to fixing your books is knowing what's wrong

When your nonprofit’s books are messy, it’s hard to make smart decisions—or feel confident sharing financials with your board or funders.  We know how easily things can get messy: duplicate transactions, broken Chart of Accounts, missing reports, or leftover issues from a previous bookkeeper. That’s why we created this one-time, low-commitment review—to help you understand exactly what’s going on behind the scenes.

Our QBO Diagnostic Review gives you peace of mind with a clear, professional assessment of your QuickBooks Online account. Whether you’re planning a cleanup, preparing for an audit, or just want to finally understand your numbers, this review gives you the insight you need to take action with confidence.

• SPECIAL OFFER: Price discount from $495 to $325, through June 30, 2025! Must schedule consultation with Christopher by June 30th to get this offer.

What We'll Do: 

Review data accuracy, your Chart of Accounts structure, transaction workflows, and your reporting setup. We’ll assess:

• Data integrity – Is the information accurate, complete, and consistent?
   
• Chart of Accounts – Is it clean, logical, and aligned with your programs and grants?
   
• Transaction processing – Are your invoices, bills, and payments being recorded properly?
   
• Reporting – Can you pull meaningful financial reports for your board, funders, and grantors?
   

The Outcome: 

You’ll get a detailed report that shows exactly what’s working, what’s broken, and what needs fixing to bring your books up to date. We'll walk you through our findings so you can move forward with clarity and confidence. Along with this clear summary of our findings, you'll get a personalized recommendation summary for cleanup and next steps. If you choose to move forward with our QBO Cleanup & Catchup service, this review sets the stage—saving you time and money.

Take the guesswork out of your books. Let’s get a second set of eyes on it.
Schedule Your Diagnostic → Start with a Free Consultation with Christopher (scroll down to schedule)