Services · QuickBooks Evaluation
Find out how your QuickBooks is really doing.
A fully online review of your QuickBooks file, from the setup itself to the daily entries, that ends with a one-hour phone consultation walking through exactly what we found and what to do about it. If you suspect your books are off but can't say where, this is the place to start.
- Fully online
- One-hour findings call
- No obligation
The Review
What we look at.
Most QuickBooks trouble hides in a handful of places. The evaluation goes through each of them carefully, without you having to mail a shoebox of paper anywhere. Everything happens online.
The setup itself
How your QuickBooks was built in the first place. A file set up wrong quietly distorts every report that comes out of it, so this is where the review begins.
Payables & receivables
How the money coming in and going out is classified. Misclassified payables and receivables are among the most common reasons books stop matching reality.
Payroll & daily entries
Whether payroll is flowing through the books correctly, and whether the day-to-day entries are being recorded the way they should be.
The Findings
What you walk away with.
The evaluation concludes with a one-hour phone consultation. We walk through the findings together, in plain English, and go over our recommendations line by line. By the end of the call you will know:
- Exactly where your QuickBooks file stands today
- What is set up well and can be left alone
- What needs fixing, and in what order
- Clear recommendations you can act on, with us or on your own
Talk it through
Book the free, no-obligation consultation and tell us about your business and where you think the books stand.
We review the file
The evaluation happens fully online: setup, payables and receivables, payroll, and daily entries, examined with care.
Hear the findings
A one-hour phone consultation walks you through what we found and what we recommend. What happens next is entirely up to you.
A Good Fit If
The low-commitment first step.
The evaluation was built for owners who suspect something is off in their books but do not know where to look. It is a defined piece of work with a clear finish line, and no obligation to continue afterward. Many contractors, medical and dental practices, and professional services firms start here, because it answers the question that matters first: what shape is the file actually in?
Reports feel off
The numbers QuickBooks shows you do not match what you know about the business, and you want an experienced set of eyes on why.
Setup was DIY
You or someone on your team set up the file and kept it going, and you have never had a professional confirm it was done right.
Deciding what's next
You are weighing whether to hand off the books, and want an honest, independent read on the file before you commit to anything.
Get Started
Know where your books stand.
It starts with a free, no-obligation consultation. Tell us about your business, and we'll tell you whether the evaluation is the right first step.
Book a free consultationPrefer the phone? Call 781-924-1489.
Pricing is scoped to your books on the free consultation and quoted before any work begins. No surprises.