Fixed-fee diagnostic
Books Health Check
$350
A written look under the hood before any cleanup or retainer. No shopping-cart package — just clarity on what is broken and what it costs to fix.
What you get
- Chart of accounts review for structure and clutter
- Bank and credit-card feed status
- Reconciliation health through a target date
- Payroll mapping check (Gusto / ADP / QBO Payroll ↔ GL)
- Written severity ratings and prioritized action list
- Phased cleanup or Steady-retainer recommendation
Typical turnaround: about one week after we have accountant access to your QuickBooks Online file (or agreed screenshots / export package). Credited toward cleanup if you engage within 30 days.
After the Health Check
Act on it yourself
The report is yours. Many DIY owners use it as a punch list.
Sprint / Pipeline cleanup
We quote a fixed or milestone cleanup after the diagnostic — credit the $350 when you engage within 30 days.
Steady monthly care
If the file is healthy enough, we size a month-to-month retainer for calm closes.
How it works
- 1
Free fit call (optional but recommended)
Confirm the Health Check is the right next step — or go straight to monthly care if the file is already clean.
- 2
Pay $350 · grant accountant access
Invoice via Stripe. Prefer QBO accountant invitation over sharing passwords.
- 3
Receive the written report
Severity ratings, phased plan, and a clear quote path for Sprint, Pipeline, or Steady work.
Ready for a clear picture?
Book the free fit call and we will schedule the Health Check if it fits — or tell you honestly if it does not.
Book free fit call