Unsure about how we can help? Get a free diagnostic video on the health of your books
A personalized video revealing hidden cost leaks, with actionable steps to improve your books
This Diagnostic is completely free with no obligation.
A great starting point for anyone looking to outsource or upgrade their bookkeeping
What to expect in your diagnostic video
What we Review
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Descripti
Broken or stale bank feeds, unreconciled accounts, duplicate transactions
“Uncategorized income/expense,” undeposited funds, suspense/“Ask My Accountant” balances
Chart of Accounts hygiene (naming, duplicates, mis-mapped merchant fees)on text goes here
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AR aging, open invoices, deposits vs. revenue recognition (cash vs. accrual)
POS mapping (Toast/Square/Clover) into QBO accounts and classes/locationsPOS mapping (Toast/Square/Clover) into QBO accounts and classes/locations
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Prime cost components (COGS + labor)
Inventory method consistency, negative inventory, item mapping and discounts
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Payroll liability mapping, tips/gratuities handling, labor burden allocation
941/940 alignment; contractor 1099 readiness and W-9 tracking
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AP aging, vendor duplicates, subscription creep, sales-tax paid vs. owed
Bill pay workflow (Bill.com/Melio) and approval controls
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Sales-tax nexus configuration, tax rates by location
Entity equity hygiene (owner draw/distribution, retained earnings roll-forward)
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Receipt capture (Dext/Hubdoc), card feeds (Ramp/Divvy), rules & bank-rules
Recurring entries, closing checklist, and month-end cadence
What you’ll get
A concise screen-recorded walkthrough (5–10 min) of your current books
A flagged-issues checklist (errors, risks, and opportunities)
Tool/process recommendations tailored to your stack (QBO/QBD, Toast, Square/Clover, Ramp/Divvy, Bill.com/Melio, Dext/Hubdoc)
Who this helps
Owners and GMs who want a second set of eyes on QuickBooks
Restaurants, retail, trades, professional services
Teams preparing for a cleanup, migration, or controller-level revie
Contact Us
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