QuickBooks Financial Health Check

Find the weak spots in your books before they drive your next decision.

Your financial reports should help you understand the business. If balances look unfamiliar, profit does not seem to match cash or your books leave you with more questions than answers, start with a focused diagnostic. Concierge CFO reviews your QuickBooks Online file and turns the findings into a practical order of priorities.

Know what looks out of place, why it matters and what to address first.

$995

One QuickBooks Online file • Up to 12 months • Standard diagnostic

SCHEDULE A FINANCIAL HEALTH CHECK CONSULTATION · REQUEST A CALLBACK

Based in St. Petersburg, serving Tampa Bay, businesses across Florida and clients in over 31 U.S. states.

What this means for your business

Make the numbers easier to trust

Identify signs of incomplete records, unreconciled accounts or reporting inconsistencies that deserve attention.

Prioritize the work that matters

Receive a ranked findings list instead of a vague recommendation to clean up everything.

Prepare for a more useful tax conversation

Understand which recordkeeping gaps may need resolution before your tax preparer relies on the books.

Choose your next engagement with clarity

Use the diagnostic to decide whether you need targeted corrections, historical cleanup or ongoing support.

Clarity before cleanup

You should not need to commit to a full bookkeeping overhaul just to understand the problem. This review gives you a defined first step: examine the file, explain the key issues and outline the work that may be needed.

The focus is the condition and usefulness of the accounting records. You can keep your current bookkeeper and use the findings to agree on responsibilities and next steps.

What we examine

  • Reconciliation status for up to four bank or credit-card accounts.

  • Uncategorized activity, suspense accounts and unusual balances requiring explanation.

  • Potential duplicate entries, unapplied payments and other exception indicators.

  • Receivable and payable aging, where those features are used.

  • Consistency between the profit-and-loss report, balance sheet and the information available in the file.

What you receive

  • A written findings report with priority levels and explanations of the potential business impact.

  • A list of missing information and questions to resolve with the person maintaining the books.

  • Recommended next steps, separating urgent record issues from process improvements.

  • A recorded walkthrough of the findings and one consolidated round of follow-up questions within 14 days.

How it works

  • Provide accountant access and complete a short intake about the business and your concerns.

  • We examine the agreed period and flag exceptions using a consistent diagnostic checklist.

  • Receive your findings and walkthrough, with a clear sequence for addressing the issues.

A defined review, not an open-ended cleanup

The $995 standard package covers one QuickBooks Online company, up to the most recent 12 months and up to four bank or credit-card accounts. We confirm fit before accepting the engagement. Additional files, accounts and unusually complex records require a separate quote.

Transaction corrections, reconciliations, tax returns and ongoing bookkeeping are separately scoped. The diagnostic is not an audit, assurance engagement or fraud investigation.

Your questions, answered

Will you fix the issues during the review?

The standard package identifies and explains the issues. Corrections and cleanup are quoted separately, so you can choose the work you want completed.

Can I keep my current bookkeeper?

Yes. The findings can help you and your bookkeeper decide what to address and who will handle each item.

Are messy books a reason not to start?

No. Tell us what you know about their condition. We confirm whether a standard diagnostic is suitable or whether a different scope is needed.

Will every transaction be verified?

No. This is a diagnostic using exception checks and targeted review, rather than verification of every transaction or an opinion on the financial statements.

Know where your books stand. Make the next decision with more clarity.

Tell us what feels unclear in your reports. Start with a defined review and a practical plan for the records your business needs.

$995

One QuickBooks Online file • Up to 12 months • Standard diagnostic

SCHEDULE A FINANCIAL HEALTH CHECK CONSULTATION · REQUEST A CALLBACK

Explore our year-round tax planning, business accounting and fractional CFO services.