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

When your books are messy, it’s hard to make smart decisions or feel confident with financials.  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 No-Sting™ Diagnostic Review gives you peace of mind with a clear, professional assessment of your QuickBooks Online account. Whether you’re planning a cleanup or just want to finally understand your numbers, this review gives you the insight you need to take action with confidence.

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 business' needs?
• Transaction processing – Are your invoices, bills, and payments being recorded properly?
• Reporting – Can you pull meaningful financial reports to lead your business with clarity?
   

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.

Schedule Your  No-Sting™ Diagnostic Review  → Start with a Free Consultation today.