Bookkeeping Review

Request a Bookkeeping Review

Before there’s ever a notice or an audit, your books can be checked. A bookkeeping review tells you where you stand — and what, if anything, needs to be cleaned up.

What a review covers

• Whether your expense categories make sense at a glance, or signal that something deeper might need cleaning up
• Whether any line on the P&L looks out of step with what’s typical for your kind of business
• A few targeted questions about items that stand out — and a plain-language take on your answers
• An honest read on whether your books are tax-ready, or whether a full cleanup would be worth your while

This service is for

• Small business owners who already keep their books in QuickBooks Online
• Sole proprietors and single-member LLCs filing on Schedule C
• Businesses with no employees, or a small team of up to about five
• Owners who already have a CPA or tax preparer and want their books kept clean for that filing relationship

Available anywhere in the U.S. Everything is handled in writing — no calls, no video meetings.

This service isn’t a fit if

• Your business is a partnership, S-Corp, or C-Corp — those structures need a different scope of bookkeeping than this service offers
• You don’t currently keep books, and what you really need is help filing your taxes once a year
• You use accounting software other than QuickBooks Online
• You’re looking for payroll processing, 1099 filing, or tax return preparation — those are handled separately, not under this service

Drawing the line clearly up front is better for both of us — it means the work I take on is the work I can do well.

1. You send your form

Fill out the short form below. I’ll reply by email and ask you to send a one-page Profit & Loss statement exported from QuickBooks Online — nothing more at this stage.

2. I read it, then ask a few questions

Once I have your P&L, I’ll come back with a handful of targeted questions about items that stand out. You answer in your own time, by email.

3. You get a plain-language read on your books

I’ll send back a short, honest summary — what looks solid, what looks like it needs attention, and whether ongoing bookkeeping would actually be worth it for you. No obligation either way.

If we go on to work together

The monthly rhythm follows your company’s own closing cycle. After your books close for the month, I clean up the transactions and send you a short list of items that need your confirmation — expenses to verify, anything that looks personal, anything I can’t place.

When you go through that list, the question isn’t only whether something was business or personal — it’s whether a receipt backs it up. An expense without documentation doesn’t earn its place on the books. So the answer I’m looking for on each item is two parts: what it was, and whether the receipt is on file. What passes both, goes in. What doesn’t, we set aside until the documentation turns up.

You reply with your answers. Within roughly ten business days of your month-end close, you get a finalized Profit & Loss statement for the month — ready to hand to your CPA at tax time, no rework needed.

Everything happens in writing. There’s a clear record of every question, every answer, and every decision — for both of us.