Not Sure if Your Books Need a Cleanup?
Start here with the QBO Diagnostic Review
The QBO Diagnostic Review is a focused, one-time review that helps you understand what’s actually going on in your QBO file, without judgment or ongoing commitment.
“My tax preparer said I need to clean up my books before filing. I’m not even sure what that means.”
“Our structure changed and suddenly I’m the one responsible for bookkeeping. I need to know what shape things are in.”
“We’re applying for financial aid and they asked for business records. I don’t even know where to start.”
Your Numbers Should Work for You — Not Just for Taxes.
I help business owners make sense of their books, clean up what’s messy, and finally feel in control of their finances.
Not Sure If Your Books Are on Track?
Introducing the QBO Diagnostic Review — $99
A one-time review that gives you clarity on the health of your bookkeeping system—without committing endless time or money.
Who This Is For:
Your CPA said your books need to be "cleaned", but you have no idea what to do
You’re applying for a loan, financial aid, or grant funding and need a P&L
You want to file your taxes, but don't know where to start
What’s Included:
A professional bookkeeping review of your set-up
A written report and accompanying video
A custom cleanup proposal (upon request)
What It’s Not:
It’s not a cleanup service (yet)
It’s not a tax review
Costly and time consuming
What to Know Before You Purchase the QBO Diagnostic Review
To complete your QBO Diagnostic Review,
I’ll need accountant user access to your QuickBooks Online file.
Here’s what that means:
Only YOU can grant or remove user access to your QBO file.
Only YOU can carry out the step-by-step instructions to grant and remove user access.
Just like a mechanic who services your car, this is the best practice to review your books.
What You’ll Walk Away Knowing:
How your bookkeeping system is working for you (or not).
What steps to take next to gain control of your bookkeeping.
Why your bookkeeping system is important to the success of your business.
Your Books, Your Questions
Introducing VIP Bookkeeping - $250
A single 3-hour session fully devoted to your questions about your books, your business.
What You Get:
Answers to your specific bookkeeping questions
Support navigating your bookkeeping system and setup
A follow-up recap email with notes + next steps + any helpful resources
This is perfect for you if:
You’re DIY-ing your books and need a second set of eyes
You’re not sure if what you’re doing is right (or legal 👀)
You want to feel more confident before tax season hits
You’ve got questions...
"How do I know if I’m making a profit?"
"Why doesn’t my income report match what I actually made?"
"Am I doing this right or digging myself into a tax mess?"
... I've got answers.
This is your space to ask all of it.
Curious about the tools, software, and services that actually help bookkeepers and business owners?
Join the Know Your Numbers Community
Inside my free Skool community, Know Your Numbers, you’ll get:
Honest reviews of popular bookkeeping + business tools
Side-by-side comparisons (what’s worth it, what’s not)
Tips on using your numbers to make smarter decisions
A chance to vote on which products get a deep-dive next
It’s free to join.
No spam.
Just real talk about what works.
When a QBO Diagnostic Review IS Helpful
You’re prepping for taxes and want a second set of eyes
You’ve had staffing or ownership changes
You just took over the books and want to make sure they’re accurate
You’ve never had a professional review your QuickBooks setup
You want to understand what’s really going on with your numbers
You feel unsure, but don’t know what to ask your accountant
When It’s Probably Not Necessary
Your books are reconciled monthly by a pro
You can confidently read and explain your Balance Sheet and P&L
You’ve had a recent review or cleanup
You feel in control and have no major concerns
Still not sure?
Get clarity in under 2 minutes. This short quiz will help you decide if your QuickBooks Online file might benefit from a professional diagnostic review — or if you're on solid ground.
What’s Included in the QBO Diagnostic Review
A one-time review of your QuickBooks Online file
Focused on structure, accuracy, and red flags
Includes a video summary explaining what I found
$297 flat rate (no commitment required)
You keep full control — no changes are made to your books
What Happens If I Do Find Issues?
QuickBooks setups often drift over time — especially as teams grow or change.
If issues come up, I’ll explain:
What I see
Why it matters (or doesn’t)
What your next steps could be
You can walk away with insight or move forward with support.
Either way, you’ll have clarity.
Still not sure?
Get clarity in under 2 minutes. This short quiz will help you decide if your QuickBooks Online file might benefit from a professional diagnostic review — or if you're on solid ground.
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