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Your books are trying to tell you something.
QuickBooks Health Check
$158M+ in CPG revenue under management · Fluent in QuickBooks, NetSuite, Shopify, and Cin7 · Built for CPG and founder-led brands
The one file that runs your business
A second set of expert eyes on the one file that runs your business.
Most owners have never had a qualified pro review how their QuickBooks is actually set up. Over time it drifts: things get miscategorized, balances go stale, reconciliations quietly break. The Health Check puts truth back into your reports so you can make decisions on numbers you trust.
How it works
Three steps, about a week.
Share your file
Send us secure access to your QuickBooks. That is all we need to start.
We dig in
We review your chart of accounts, categorization, reconciliations, and the reports you rely on, and we score it.
Get your grade and report
Within about a week, you receive a letter grade and a short, prioritized report of exactly what to fix and what it is worth.
Under the hood
What a Health Check actually looks at
We open the hood on the file that runs your business and check the things that quietly break trust in your numbers.
Chart of accounts structure
Transaction categorization accuracy
Bank and credit card reconciliations
COGS and inventory setup: the CPG dealbreaker
Accounts receivable and payable
Undeposited funds and clearing accounts
Sales tax setup
Personal vs. business expense separation
Opening balances and historical cleanup
Month-end close readiness
The grade
Your books get a grade, A through F.
Every Health Check ends in a single letter grade so you know exactly where your file stands. We grade on reconciliation, categorization accuracy, how current your books are, and whether they would hold up to a lender, buyer, or investor.
Grade A: Clean and current
You can trust every number.
Grade B: Solid
A few fixes and you're in great shape.
Grade C: Usable
But you're making decisions on shaky data.
Grade D: Real gaps
They are costing you clarity and cash.
Grade F: Rebuild territory
We'll show you the fastest way out.
The deliverable
You get a real report, not a verbal maybe
A one-page findings report with a grade, ranked issues, and what each one is quietly costing you. Here's the shape of it.
QuickBooks Health Check
Findings Report
Overall:
Top findings, ranked
- HighCOGS miscategorized as operating expense
Real gross margin was understated by ~9 pts
- High4 months of bank + credit card accounts unreconciled
True cash position unclear since Q1
- MediumRetailer chargebacks never tracked or recovered
Est. $6,000+ recoverable
- LowPersonal and business expenses mixed in 2 accounts
Cleanup + owner-draw reclass
Illustrative sample. Your report reflects your own file.
What you get
What lands in your inbox
Clear, specific, and yours to keep, whether or not we ever work together again.
$399 flat fee
- A letter grade, A to F. An honest, at-a-glance score of your current file.
- A summary report of recommendations, ranked by what they cost you and how fast they can be fixed.
- The opportunities hiding in your numbers: deductions, clean-ups, and fixes that often pay for the review many times over.
Secure checkout through Stripe. You'll get access instructions the moment you pay.
Who it's for
Book one if…
You inherited books and you're not sure what's under the hood.
You're raising or selling and need numbers that hold up to scrutiny.
You're switching accountants and want a clean baseline.
You keep your own books and want a pro's eyes on them.
Your margins don't feel right and you suspect something is off.
Why it pays for itself
A small fee that usually finds much more than it costs.
Messy books cost real money: missed deductions, overpaid taxes, financing you can't get, and decisions made on numbers that were never right. A single overlooked deduction often covers the fee on its own. The grade and report are yours to keep either way.
The payoff
What we usually find
COGS miscategorized, so your real margin was never what the P&L said.
Months of unreconciled accounts hiding how much cash you actually have.
Retailer and vendor deductions no one was tracking or recovering.
Personal and business expenses tangled together.
Duplicate and miscoded transactions inflating your expenses.
One of these alone often covers the $399 many times over.
FAQ
Questions, answered.
Secure access to your QuickBooks. That is it, we do the rest.
Both.
About a week from access to your report.
No. The grade and report are yours to keep, whether we ever work together again or not.
That's exactly when this is most valuable. We'll show you the path to clean.
Yes. One file, one grade, one report. No hourly surprises.
You'll get instructions to share access, then your grade, a ranked report, and a 30-minute walkthrough call.
Often. Missed deductions and cleanups regularly cover the fee several times over.
Find out what your books are really telling you.
Book your QuickBooks Health Check and get a clear grade, a short report, and a plan, in about a week.