Get a comprehensive health check of your QuickBooks file. We'll identify errors, inefficiencies, and risks—then give you a clear roadmap to fix them.
Even if your books "look fine," hidden issues could be costing you money, causing tax problems, or giving you inaccurate financial insights.
Our audit is valuable for businesses in many situations
Verify the quality of work before taking over or handing off to a new bookkeeper.
Ensure your books are investor-ready before approaching lenders or investors.
Due diligence review to verify the financial health of an acquisition target.
When your P&L or Balance Sheet numbers just don't feel right.
Verify everything is accurate before closing the books and filing taxes.
Annual checkup to ensure your financial data is accurate and well-organized.
A thorough examination of every aspect of your QuickBooks file
Verify all accounts are reconciled, check for uncleared items, and identify discrepancies.
Review aging, identify duplicate invoices, check for unapplied payments and credits.
Check vendor balances, find duplicate bills, verify payment applications.
Evaluate structure, identify unused accounts, check for proper categorization.
Verify equity accounts, check retained earnings, review asset and liability accuracy.
Analyze income and expense trends, check for miscategorizations and anomalies.
Review liability accounts, check collection accuracy, verify filing compliance.
Verify payroll liability accounts, check for proper expense categorization.
A comprehensive report package with actionable insights
Every issue found, categorized by severity (critical, moderate, minor) with specific transaction references.
An overall score (A-F) rating your books' accuracy, organization, and compliance readiness.
Step-by-step recommendations ranked by impact, so you know exactly what to fix first.
30-60 minute walkthrough of findings with our expert to answer all your questions.
Here's what a typical diagnostic report looks like:
Your books are in good shape with a few areas needing attention.
Choose the depth of review that fits your needs
A focused review of the most critical areas.
Comprehensive review of your entire QuickBooks file.
In-depth audit for acquisitions or investor prep.
Quick Check takes 2-3 days, Full Diagnostic 5-7 days, and Due Diligence 10-14 days depending on complexity.
The diagnostic identifies issues only. We can provide a separate quote for cleanup services if needed.
Yes, we'll need accountant access to your QuickBooks Online file. We treat all data confidentially.
No, this is a bookkeeping quality review, not a certified financial audit. It's complementary to CPA services.
Find out exactly where your books stand and what needs attention.
