Click to read the look ›Tap to read the look ›
How the free look starts.
The week already went to the road. What is left is the file, and the free look is a person opening it with you instead of another Sunday spent guessing which line is wrong. It starts on the month you pick. If you cannot name one, we start from the oldest month the bank and the file disagree about, and we say so before we touch anything.
A monthly price waits until someone here has actually opened the QuickBooks file. That sentence is the offer. It means we look at open periods, at accounts that have never been tied to the bank, and at categories that changed meaning halfway through the year. A price that arrives before that look is a guess, and we do not sell the guess.
You will see a written list. Open months. Accounts that do not tie. Items we cannot explain without you. That list is yours even when you decide the monthly work is not for you. If the hour leaves you no clearer, there is no charge and there is no follow-up you have to sit through.
Scope comes next, and only if you want it. The note names which periods would be finished, which bank and card accounts are in, how often the close would land, and what the fee covers. Nobody moves a transaction until that note has been answered. A user invite, or read-only access, is how we see the company you already own in QuickBooks Online. We do not ask you to hand over the login that pays the crew.
Bank feeds and a secure document link are the ordinary tools. The feed will mislabel a transfer. We expect that, and the written list says how often it is happening in your file. Documents move on the link, not as a stack of photos in a text thread that nobody can find in April.
One finished period is the proof. We do not open three months and call them all caught up. The oldest open month is finished, the recap is written, and only then does the next month start. The recap is short enough to read on a phone in a truck, because that is where a lot of these questions actually get asked.
Payroll, if it is part of the worry, stays inside setup. We can talk about the provider you already run, the deposit rhythm, and whether the wage lines have a home in the file. Payday processing never moves onto our side. If a letter about a penalty is in the pile, bring the letter. A penalty letter does not get a promise of relief from us. We will say which months the letter is about and whether those months can be closed.
The return is not part of this free look. The look tells you whether the year is made of closed months or of a stack that still has holes. Return preparation waits until those holes are filled. That wait is the honest answer, and it is more useful than a fee quoted from revenue alone.
What we need before we open the file is short. The month you trust, or the month you fear. How far back the gaps go, in your own words. Whether one company or two shares the login. Who pays the crew today. A phone number that reaches you. The form under this essay is where those facts go. A time on the booking page takes it too, and both reach the same practice.
When the hour is over you will know three things. Which month can close first. What is still missing. And whether a monthly rhythm should even be the next move. Some files need a catch-up before a rhythm makes sense. We will say that plainly. Some files are closer than the Sunday pile made them feel. We will say that too. The written list uses the month names you already use.
