What to Expect

Status of accounts

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

clean-up recommendations

We will document in detail any issues we've flagged while reviewing your books and will provide recommendations on what steps to take to fix these issues and get your books in order.

1:1 Meeting

Finally, we will provide you with the QuickBooks Online 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

Tom Murray, MBA

Intuit Certified QuickBooks ProAdvisor

I'm on a mission to help business owners gain more clarity, confidence, and control of their financials so they can focus on what matters most. With a keen eye for detail and a deep understanding of financial regulations, I simplify bookkeeping and tax processes for you, allowing you to focus on what truly matters in your business. Your mission, our purpose

What I Need

Access to Your QuickBooks

You will need to grant access to your current QuickBooks Online file by adding an Accountant User. If you do not have a QBO file, have no fear. We can still help! Just opt in and reply to our email letting us know.

Make Payment

After you grant us access to your QBO File, you will need to make payment for the review. Payment can be made via electronic bank payment (ACH), debit or credit card.

Schedule Your 1:1 Meeting

Once you finish the previous steps, you can schedule your 1:1 meeting to receive and 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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