Even small bookkeeping mistakes can cost you time, money, and stress. Our QBO Health Check is a comprehensive review of your QuickBooks Online setup, ensuring your financials are accurate, tax-ready, and optimized for efficiency. Get peace of mind knowing your numbers are correct and your books are working for you—not against you.
What You Get with a QBO Health Check
Our 100-Point QuickBooks Online Review uncovers bookkeeping errors and inefficiencies that may be costing you.
What’s Included:
✔ 100-Point QBO Health Check (Comprehensive audit of your QBO file)
✔ Detailed PDF Report of Findings (Easy-to-understand breakdown of issues & recommendations)
✔ One-on-One Follow-Up Call (Discuss findings & next steps with a QBO expert)
✔ Performed by a QBO Advanced Certified Expert & Accountant
What You Get with a QBO Health Check
Our 100-Point QuickBooks Online Review uncovers bookkeeping errors and inefficiencies that may be costing you.
What’s Included:
✔ 100-Point QBO Health Check (Comprehensive audit of your QBO file)
✔ Detailed PDF Report of Findings (Easy-to-understand breakdown of issues & recommendations)
✔ One-on-One Follow-Up Call (Discuss findings & next steps with a QBO expert)
✔ Performed by a QBO Advanced Certified Expert & Accountant
It's preventative medicine for your business
Think of your business finances like your health - staying proactive is always easier (and cheaper) than fixing a major issue later. The longer bookkeeping mistakes go unnoticed, the more time-consuming and expensive they become to clean up.
Even if you've been using QuickBooks Online for years, a QBO Health Check is like a routine checkup for your books. Just like servicing your car keeps it running smoothly, a financial review ensures your numbers are accurate, tax-ready, and working for you - not against you.
The benefits of a proactive QBO review include:
✔ Ensure your accounts are accurate & tax-ready (Avoid costly mistakes!)
✔ Identify bookkeeping errors before they become bigger issues
✔ Optimize your QuickBooks setup for efficiency
✔ Gain financial clarity so you can make informed business decisions
IF ANY OF THESE SOUND FAMILIAR, IT'S TIME FOR A QBO HEALTH CHECK
Symptoms of needing a QuickBooks Health Check
✔ You have no idea how much you can afford to pay yourself.
✔ You’re crossing your fingers that you’ve set aside enough for taxes.
✔ You’ve made changes in QBO, but you’re not sure if you did it right.
✔ Your Chart of Accounts feels more like a guessing game than a financial tool.
✔ You’re hesitant to make business decisions because you don’t fully trust your numbers.
✔ You’re spending way too much time on bookkeeping—or avoiding it altogether.
✔ You wonder if you’re missing out on QBO features that could save you time.
✔ Your accountant charges extra every year to clean up your books before tax time.
✔ You’re not 100% sure your expenses are recorded correctly.
✔ Just thinking about bookkeeping makes you want to do literally anything else.
✔ Your books are… let’s just say, a bit of a disaster.
✔ It’s been more than a year since a QBO expert took a proper look at your setup.
GETTING STARTED IS SIMPLE
How it works
