You’ve had a feeling your books aren’t quite right.
For $49.99, I’ll tell you exactly what’s wrong with them.
A fixed 12-point check, back in five business days
Can you trust the numbers?
See what this checks
Can you trust the numbers?
See what this checksReconciliation status, the review backlog, and whether your balance sheet says anything impossible.
Is anything missing or counted twice?
See what this checks
Is anything missing or counted twice?
See what this checksWhether your income traces back to real documents, duplicate transactions, and money recorded as received that didn’t show up.
Are the categorizations clean?
See what this checks
Are the categorizations clean?
See what this checksPersonal spending mixed into the business account, balances sitting uncategorized, and owner draws miscoded as something they’re not.
A clear answer about your books
Know where you stand.
See exactly where your numbers stand.
Get useful information before tax time.
Find out now, well ahead of tax season.
Get it in plain English.
A written report that’s easy to read, no jargon.
Good to know before you pay
This doesn’t fix anything.
It finds and explains. Fixing is separate work, and if you want it I’ll give you a clear quote.
Not a tax return or tax advice.
It’s not an audit or any kind of formal assurance either.
I can’t find what was left out entirely.
I can usually tell you the record looks incomplete, which is often the more useful finding anyway.
You need QuickBooks Online.
The check runs inside it. If you’re on desktop, spreadsheets, or a shoebox, this particular product will not work for you, and I’d rather say so now.
Here’s what that access means
Running the check needs an accountant invite, QuickBooks Online’s own way of letting an outside bookkeeper look at your file without handing over your login. I’ll walk you through it after you order, about a minute of your time. If you’d rather not grant it, no hard feelings, just don’t order. And if you already did and change your mind, I’ll refund you in full, no argument.
The Books Health Check
- The full 12-point check, run inside your books
- A written report, in plain English
- A clear scope to fix what’s found
- Back to you within five business days
If you aren’t satisfied, I refund you. All of it. No forms and no questions. I would rather give you $49.99 back than have you feel like you got taken advantage of.
Let’s make sure this fits
This runs entirely inside QuickBooks Online, so I can’t run it without that. And it’s sized for a typical small business file. If you’re running something larger and higher-volume, reach out first so we can talk scope.
Do you use QuickBooks Online right now?
Click the button below. It takes you to a secure QuickBooks payment page for $49.99.
After you pay, you get an email from me within two business days with two things: a short list of what I need, and step by step instructions for sending the accountant invite. It takes about a minute on your end.
Once you’ve added me as your accountant in QuickBooks, you get your report within five business days.
Business days here mean the days I’m open, Tuesday through Saturday.
Run My Books Health Check ($49.99)Then this particular check will not be able to help you the way it is built to, and I’d rather tell you that now than take your $49.99 for something that won’t work. Where you go next depends on where your books are today.
Brand new business, nothing set up yet? Clean Start Setup is the one built for that. I build your QuickBooks company from scratch for $499 and hand it back with a written guide so you can run it yourself from there.
Books already living somewhere else, a spreadsheet or a folder of receipts? Start with the free guide. It does not require QuickBooks at all, and it covers the five mistakes I run into most.