Certified QuickBooks ProAdvisor
Free QuickBooks Online Health Check
Answer 4 quick questions and we’ll send you a custom report on exactly what’s wrong with your books — and how to fix it.
What Is a QuickBooks Online Health Check?
A QuickBooks Online Health Check is a professional review of your QBO file by a certified ProAdvisor. We look at your chart of accounts, bank reconciliations, transaction categorization, payroll setup, and financial reports to identify errors, missing data, and anything that could cause problems at tax time.
Most small business owners don’t realize their books have issues until their CPA finds them — or the IRS does. A Health Check catches those problems early, before they cost you money.
What we review
- Bank reconciliations
- Chart of accounts
- Transaction categorization
- Payroll & contractor setup
- Balance sheet accuracy
Common issues found
- Duplicate transactions
- Uncategorized expenses
- Unreconciled accounts
- Missing 1099 contractor records
- Incorrect opening balances
What you get
- Written findings report
- Priority fix list
- Personal call to walk through results
- No-obligation — 100% free
- Response within 1 business day
Step 1 of 4
What is your business entity type?
This helps us apply the right tax rules and bookkeeping standards to your review.
What’s included in your Health Check?
Our certified ProAdvisors review the areas that cause the most problems for small business owners.
Bank Feed Reconciliation
We verify your feeds are connected, current, and matched correctly.
Chart of Accounts Review
We check for duplicate, miscategorized, or missing accounts.
Balance Sheet Accuracy
We flag negative balances, ghost assets, and equity issues.
1099 Contractor Tracking
We confirm your contractors are set up for year-end 1099 filing.
Payroll Integration Check
We verify payroll entries are posting correctly to your books.
Tax-Readiness Score
We assess how ready your books are for your next tax return.