Know exactly what’s wrong in your QuickBooks before year end.
A deep review of your QuickBooks Online file by Melissa Beck, EA. We find the errors, the miscategorizations, and the things quietly throwing your numbers off, and give you a clear picture of what’s wrong and what it takes to fix it.
For our roundtable guests and guide readers.
Offer good through January 31, 2027.
What you get
A full review of your QuickBooks Online file: your balance sheet, reconciliations, income, and expenses, checked line by line
A detailed findings report: what’s wrong, why it matters, and what it costs you, in plain language and emailed to you
A clear fix plan: what it takes to get your books right, and the support we’d recommend going forward
A one hour video call: we walk you through every finding and show you how we got there
What we look at
The places we most often find problems hiding in a QuickBooks file.
- Your balance sheet matches your last filed tax return
- Bank and card reconciliations are current and accurate
- Old items that never cleared the bank
- Customer payments showing as not deposited, even when they were
- Business and personal expenses kept separate
- Uncategorized or miscoded income and expenses
- What customers owe you and what you owe vendors
- Payroll, sales tax, and inventory set up the right way
2026 Gusto Client Experience winner Questions
What do you need from me?
Access to your QuickBooks Online file. Right after checkout, you’ll get a short step by step guide that shows you exactly how to give us access. It takes a few minutes.
How long does it take?
About three weeks from the day we get access to your file. Then we meet on a video call to walk you through what we found.
Is this the same as the free Financial Health Check?
No. The Health Check is a free conversation about where your business stands. The Diagnostic Review is a hands on review of your actual QuickBooks file.