QuickBooks Accounting Assessment

In 10 Minutes or Less, Discover What’s Working—and What’s Not—in Your Books

Running a business is hard enough without worrying if your accounting setup is accurate. That’s where our QuickBooks Accounting Assessment comes in. This free, quick evaluation is designed to identify the strengths and weaknesses in your current bookkeeping setup—so you can take action with clarity.

What It Is

The QuickBooks Accounting Assessment is a brief, guided form that helps us analyze your current financial setup and reporting in QuickBooks Online. We evaluate how your books are structured, whether critical accounts are reconciled, and how useful your reports are for strategic decisions.

What You Get

Within 24 hours of submitting your responses, you’ll receive a personalized Assessment Report that includes:

A summary of key issues or inconsistencies in your QuickBooks file
Notes on setup problems like chart of accounts design, undeposited funds, or inaccurate balances
Recommendations for cleanup or structural adjustments
Actionable next steps to improve reporting clarity and reliability

Why It Matters

Even small errors in your QuickBooks file can lead to:

Inaccurate tax filings
Missed deductions or overpayments
Confusing or misleading financial statements
Poor decision-making based on bad data

This quick checkup ensures you’re not building your business on shaky financial ground.

Fast, Free, and Fully Confidential

Takes 10 minutes or less to complete
No obligation to sign up for ongoing services
Delivered privately to your inbox in just 24 hours