QuickBooks Quick Scan
​A second pair of eyes on your books.
​The QuickBooks Quick Scan is a focused review of your QuickBooks file. I spend time looking through the structure of your books and highlight areas that are working well, as well as areas that may need attention.
The goal is simple:
to give you clarity and confidence about the state of your bookkeeping.
What I review
During the scan I look at key elements of your QuickBooks file, such as:
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Bank and credit card reconciliations
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Transaction categorization
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Chart of accounts structure
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GST/HST setup
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Accounts receivable
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Balance sheet structure
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Apps and integrations connected to QuickBooks
What you receive
After the scan you receive a short QuickBooks Health Report including:
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A bookkeeping health scorecard
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Observations for each area reviewed
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The most important issues or risks I see
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Practical suggestions to improve your bookkeeping
This gives you a clear picture of how your books are doing and where improvements may help.
What this scan is (and is not)
This service is a high-level review of the bookkeeping setup and structure.
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It is designed to identify potential issues and improvement opportunities.
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It is not a full bookkeeping review, cleanup, or tax assessment, and the observations are based on the information currently recorded in the QuickBooks file.
Who this is for
The QuickBooks Quick Scan is ideal if you:
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Manage your own bookkeeping in QuickBooks
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Want reassurance that everything is set up properly
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Suspect something may not be quite right
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Would like a professional second opinion on your books