What’s Included in Your $95 QuickBooks File Review
Your File Review includes a detailed, personalized walkthrough of your bookkeeping system so you understand exactly what’s working and what needs attention. This review helps you make informed decisions about Cleanup, Monthly Bookkeeping, and your overall financial setup.
Here’s what you’ll receive:
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A personal, 1‑on‑1 online meeting where we review your QuickBooks file together.
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A full health check of your bookkeeping: transactions, reconciliations, accounts, categories, and data structure.
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A detailed written report of findings, issues, and recommendations.
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A fixed Cleanup quote if your books need catch‑up or correction.
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Your options moving forward, with clear next steps for Cleanup and Monthly Bookkeeping.
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A chance to ask questions and get clarity about your books, processes, and best practices.
The goal is to give you full visibility into the health of your bookkeeping—and a clear plan for getting everything accurate, organized, and ready for ongoing monthly support.
How the $95 Remote QuickBooks File Review Works
1. Book Your $95 Review Session (Pay + Schedule Together)
You’ll choose a time for your personal, 1‑on‑1 online meeting and complete the $95 payment in the same step.
This confirms your spot and ensures we can cover everything thoroughly.
2. Complete the New Client Intake Form
This gives me the information I need about your business, accounts, and bookkeeping setup so I can prepare for your File Review.
3. Meet Online for Your File Review
We’ll meet on Google Meet to go through your QuickBooks file together.
During the session, I’ll point out what’s working well, what needs attention, and where your books may require Cleanup.
4. Receive Your Written Report
After the meeting, you’ll get a detailed written report that includes:
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Findings and diagnostics
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Issues and inconsistencies
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Recommendations
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Cleanup requirements (if needed)
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A fixed Cleanup quote
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Your options and next steps
5. Decide How You’d Like to Move Forward
You can choose to have me complete the Cleanup, use the report to fix the issues yourself, or discuss Monthly Bookkeeping if your books are already in good condition.
Who This $95 File Review Is For
This review is designed for business owners who:
- Use QuickBooks Online (or are willing to switch)
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Aren’t sure whether their books are accurate
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Know they need help but aren’t sure where to start
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Want a clear understanding of what’s right and what needs fixing
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Want an expert to walk through their books with them
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Want a transparent, honest assessment — no judgment
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Want to know exactly what Cleanup would cost
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Want a smooth path into reliable Monthly Bookkeeping
This review is your first step toward clean, accurate, dependable books.
What Happens After the File Review
Your $95 File Review gives you clarity and a personalized written report — but what happens next depends on the condition of your books.
Here are the possible next steps:
1. If Your Books Need Cleanup
You’ll receive a fixed Cleanup quote based on actual findings from your review.
If you choose to move forward, we complete the Cleanup so your books are accurate, current, and stable.
2. Cleanup Milestone Check-In
Once the Cleanup reaches a key milestone — usually after reconciliations, categorizations, and structural issues are corrected — we’ll discuss whether you’re ready to move into Monthly Bookkeeping.
3. If Your Books Are Already in Good Shape
If no Cleanup is needed, we can move directly into selecting the Monthly Bookkeeping plan that fits your business.
4. You Have Options
You can choose to:
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Move forward with Cleanup
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Begin Monthly Bookkeeping (if eligible)
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DIY some of the fixes using your written report
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Pause and revisit later
You stay in full control of how you want to proceed.
Who This Review Is Not For
The $95 File Review is not the right fit for:
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People looking for free advice or unpaid troubleshooting
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Those who want ongoing monthly bookkeeping without a proper review or cleanup
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Businesses using software other than QuickBooks Online
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Anyone needing tax filing, tax strategy, or legal advice
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Someone who wants a full cleanup completed during the review session
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People unwilling to provide secure access to their bookkeeping file
This review is designed to help business owners who want clarity, honesty, and a professional path forward — not a quick fix or free consultation.
Ready to Get Clarity on Your Books?
The $95 Remote QuickBooks File Review gives you a personal 1‑on‑1 walkthrough of your books, a written report, clear recommendations, and a fixed Cleanup quote if needed.
This is the first step toward accurate, stress‑free bookkeeping — and a clean foundation for ongoing monthly service.
Book your File Review now and get the clarity you need to move forward with confidence.