Sign up for our Accounting Health Check for as low as $195

What to Expect

Status of accounts

Once we receive access to your file and payment, we will go through your accounting file with a fine-tooth comb, looking for irregularities, inconsistencies, and things out of place.

clean-up recommendations

We will document any issues we've flagged while reviewing your books and provide a PDF report with our findings. During our meeting, we will provide an action plan to fix these issues and get your books in order.

1:1 Meeting

Finally, we will provide you with the Accounting Software Review report and will discuss with you what we have found. We will also review the next steps to get your books in tip top shape!

Meet THE Expert

Jessica Fox

Jessica is a Top 10 ProAdvisor with over 25 years of experience passionate about helping small business owners have peace of mind by taking the burden of bookkeeping off their shoulders so they can focus on growing their businesses.

What I Need

Payment

Before we start reviewing your accounting file, you will need to pay for the review. Payment can be made via electronic bank payment (ACH), debit, or credit card.

Access to Your QBO or Xero File

You will need to grant us access to your current QuickBooks Online or Xero file by adding us as an Accountant User and provide recent statements for business accounts. If you do not have an accounting file, have no fear. We can still help! Just opt in and reply to our email letting us know.

Schedule Your 1:1 Meeting

Once you we complete your health check, you can schedule your 1:1 meeting to review your report from the diagnostic review and discuss next steps.

What is the status of your numbers? KNOW exactly how your bookkeeping stands with our professional review:

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