Your Books Need a Physical
Bookkeeping Health Check-Up for Small Business Owners
Not an Overhaul. Not an Audit. Just a Clear Picture of Where Your Books Stand.
A one time QuickBooks Online review for small business owners who want to know what's solid, what needs attention, and what's next. No paper gown required.
Something Feels Off. You Just Can't Say What.
You know something's not right in your numbers. You're just not sure what, or how bad it is. Maybe:
❌ Your P&L says you're profitable, but your bank account didn't get the memo
❌ You're not sure when (or if) your accounts were last reconciled
❌ QuickBooks was set up years ago and nobody's looked under the hood since
❌ Tax time means a scramble to pull everything together
Sound familiar? That's not a character flaw. It's a sign you're due for a checkup.
The Check-Up, Explained
A focused, one time review of your books as they stand today. We look at your QuickBooks setup, your Profit & Loss, and your Balance Sheet to find what's working, what needs attention, and where the problem areas are hiding.
✅ QuickBooks Setup: Is your file set up to give you accurate numbers?
✅ Profit & Loss: Recording accuracy, payroll accuracy, and whether sales tax, tips, or processing fees are skewing your revenue and margins.
✅ Balance Sheet: Reconciliation status, account accuracy, payroll accuracy, and whether sales tax and tips are sitting where they belong.
A checklist tells you what to look at. Experience tells you what it actually means.
Your Results, in Plain English
Every area gets one of three ratings:
🟢 On Track: Healthy. Keep doing what you're doing.
🟡 Worth Watching: Not urgent, but don't ignore it.
🔴 Needs Attention: Time to deal with this one.
What You Get
A clear, easy to read PDF report
A rating for every area reviewed
Guidance on what's next
Delivered within 14 business days of us receiving access to your books
No ongoing commitment required
The fine print: This is a snapshot, not an audit or a full clean-up. It's not a transaction by transaction review, and some issues only surface during a clean-up. Payroll reconciliation and tying your books out to your tax return are part of a full clean-up.
Who’s Holding the Clipboard
I'm Lauren Murphy, QBO ProAdvisor, Associate Digital Bookkeeper Certified, with experience as a financial analyst and a Cornell degree in Applied Economics and Management. Translation: I know what healthy books look like, and I know where problems like to hide.
Case in point: a review like this once uncovered a sales tax setup issue that had a client under collecting sales tax. That's a potential $7,000 a year problem, caught before it got worse.
From Sign Up to Cleared to Play
Discovery call. We talk through your business and what you're hoping to learn.
Sign & pay. A simple one time agreement, $250.
Grant access. Connect us to QuickBooks Online, or share your files directly if you use something else.
Review period. 14 business days from when we receive access.
Report delivered. A clear picture of where your books stand, plus guidance on what's next.
Quick Answers Before you Book
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Nope. The Check-Up is one time, with no ongoing commitment. If you do decide to go monthly, your $250 is credited toward your first month.
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No. The Check-Up tells you where your books stand. If they need a clean-up, you'll know, and that's a separate project.
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Access to your QuickBooks Online file, or your files if you use something else. That's it. No prep work needed.
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You'll get your report within 14 business days of us receiving access to your books.
Have more questions? Check out our full FAQ page here.
The Investment
$250, one time.
Decide to move forward with ongoing bookkeeping afterward? Your $250 is credited toward your clean-up. Basically, the Check-Up pays for itself if you join the team.
Some books walk out of the Check-Up cleared to play. Others need a little rehab first. Either way, you'll know your next move, whether that's a clean-up or a Financial Back Office Partner spot on the team.