What’s Included:
A full review of your QuickBooks file (Online or Desktop)
Identification of errors, omissions, or duplicate entries
Red flags noted for tax readiness
A written findings summary + recommended next steps
Why It Matters:
Whether you just want seasonal peace of mind or you’re preparing for bigger growth, knowing the true state of your books helps you plan with confidence.
✅ If your books are clean → you’re ready to file.
🚩 If issues are found → you’ll know exactly what cleanup is needed.
Pricing:
Books Assessment — $300 flat fee
(covers up to 3 hours of review for one QuickBooks file)
How it Works:
Book your Books Assessment.
Provide secure access to your QuickBooks file.
Receive your findings summary within 5 business days.
Note:
✨ A Books Assessment can be a stand-alone seasonal checkup, or the first step into Cleanup if deeper work is required.
❓ FAQs About the Books Assessment
How is a Books Assessment different from a Cleanup?
A Books Assessment is like a diagnostic check-up. I review your QuickBooks file, identify errors, and confirm whether your books are accurate and tax-ready. A Cleanup is the next step — actually fixing those issues.
Will I get a written report?
Yes. You’ll receive a summary of findings with recommended next steps. This way you know exactly where your books stand and what work (if any) is needed.
Can my accountant use the results?
Absolutely. The assessment is designed to give you — and your accountant — clarity about your current financial records. It helps ensure you’re prepared before tax time.
Books Assessment — Your QuickBooks Diagnostic For Tax-Ready Books
Not sure if your books are ready for tax season?
I’ll review your QuickBooks file using my detailed checklist to confirm if everything is accurate and tax-ready — or show you exactly what needs to be fixed before you file.
What is it? A focused review to uncover what’s really going on in your books. Think of it as a diagnostic check-up: are your books accurate, balanced, and ready for tax time? If not, this assessment gives us a clear plan for cleanup and next steps.