Message or call me and invite me as an Accountant user in your QuickBooks Online account. It's the same standard access you'd give any bookkeeper or CPA, and I'll walk you through exactly how to do it.
FREE DIAGNOSTIC REVIEW
Not sure what your books are really telling you? Let's find out, for free.
I'll go through your QuickBooks Online file and send you a free, no-obligation written report: what's off, what it's costing you, and exactly how I'd fix it.
GET A FREE DIAGNOSTIC REVIEWTHE DIAGNOSTIC CHECKLIST
Here's exactly what I look at
I go through your QuickBooks Online file the same way every time, using a checklist built from real client files, not a generic template.
Loan money counted as income
Inflates revenue and can overstate what you actually owe at tax time.
Equipment expensed instead of tracked as an asset
Understates what you own and throws off your real profit for the year.
Personal and business expenses mixed together
Skews your expenses so profit looks better, or worse, than it really is.
A growing pile of uncategorized transactions
You can't make real decisions from a report that's mostly guesses.
Bank accounts that were never reconciled
Errors sit hidden in your books until they turn into a bigger problem.
Every diagnostic review comes with a written findings report and a step-by-step cleanup plan.
02
WHY IT MATTERS
Messy books cost you more than time
These aren't just clerical errors. They change what your P&L and balance sheet say, which changes what you think you can afford to spend, whether you're paying the right amount in taxes, and whether a lender or buyer would trust your numbers. Fixing the books isn't just cleanup — it's what turns your QuickBooks file into something you can actually make decisions from.
03
WHAT YOU GET
What you'll walk away with
Every diagnostic review comes with two things, whether or not you ever hire me:
- 1
A free written report of exactly what I found in your books
- 2
An outline of how I'd clean it up and fix it, step by step, if you hired me
No pressure, no obligation. Just clarity on where your books actually stand.
04
THE PROCESS
How the free review works
I review your books (usually within a few business days)
You get a free written report plus my recommended cleanup plan
Decide if and how you want to move forward. That part's entirely up to you
CERTIFICATION
QuickBooks Online Certified
I'm a QuickBooks Online Certified User. That means I've been tested and verified on the platform I'll use to review your books — not just someone who learned it on the job.
FAQ
Common questions
Is this really free?
Yes. No cost, and no obligation to hire me afterward.
What if my books are a mess or years behind?
That's exactly what this review is for. However far behind you are, I'll tell you what it will take to fix it.
What do I need to give you access to?
You'll invite me as an Accountant user in your QuickBooks Online account, the same standard way you'd work with any bookkeeper or CPA. It's simple to set up, you can remove it at any time, and I'll walk you through the exact steps.
Is my financial information secure?
Yes. I don't share your data, and you're always in control of that access.
What if I decide not to hire you?
No pressure either way. You keep the report regardless.
LET'S GET YOUR BOOKS REVIEWED
Ready to get your free diagnostic review?
"Bailey dove in headfirst and never flinched." — Adam S., e-commerce business owner
I'll be in touch within a few business days to get started.