QuickBooks File Health Check
Ten honest questions, thirty seconds, and you'll know which problem your QuickBooks file actually has — cleanup, catch-up, both, or none. No email required, nothing gated.
Check the statements that are true for your file
Items 1–2 are good signs — check them if true. Items 3–10 are symptoms.
Educational screening only — a real quote follows a records review, and it's flat before any work starts.
Why these ten questions?
They're the pattern behind hundreds of file reviews: unreconciled accounts and mystery balances predict cleanup work; silent months predict reconstruction; loan payments booked as expenses predict a P&L that overstates costs and understates assets. None of them makes you a bad owner — they make you a busy one. The fix is a process, and it starts with looking.
Next steps by verdict: QuickBooks cleanup for error-filled months, catch-up bookkeeping for missing ones, and the cost estimator for a ballpark either way.
Health-check questions, answered.
It's an honest screening, not a file review — ten questions that correlate strongly with what we find when we actually open files. The real diagnosis happens in a records review, where we look at the file itself and quote a flat price before any work.
Cleanup fixes months that were entered wrong (miscategorized, duplicated, unreconciled). Catch-up records months that were never entered at all. Many files need some of both, scoped as one project so you never pay for the same month twice.
Rarely. Even badly damaged files usually keep correct bank feeds underneath the mess, and reconstruction works from statements regardless. Occasionally starting a fresh file IS cheaper — we'll tell you which side your file is on, with reasons.
Cleanup and catch-up are priced per month of books at 80–100% of the monthly tier that fits your business ($149–$799), $500 project minimum, flat quote first. The catch-up cost estimator gives a ballpark in a minute.
Want the real diagnosis?
A free 30-minute call plus a short records review gets you a flat quote and a timeline — before you commit to anything.