THE COMPLETE CHECK

Find out what's actually wrong with your QuickBooks file.

Before anyone touches your file, I go through the whole thing. Settings, structure, bank accounts, reconciliations, payroll, sales tax, vendors, customers — all of it. You get a detailed report that covers everything I found, what it means, and exactly what needs to happen to fix it. Customized to your file. Your business. Your mess.

Start Your Complete Check Talk with Candice


Not sure if this is what you need? Read about how I work here.

Why the diagnostic has to come first

Most cleanups fail because someone started fixing things without knowing what actually broke. I have seen it happen over and over. Someone goes in and starts correcting transactions, and three months later the same problems are back, or new ones showed up. The Complete Check finds the root cause first. That is what makes the cleanup actually stick.

Your reports don't match your bank Your CPA keeps finding errors A previous cleanup made things worse Nobody can explain the numbers anymore You don't trust what QuickBooks is telling you

What I look at

Every section of your file. Not a sample. All of it.

QuickBooks Settings

How your file is configured and whether the setup is causing problems before a single transaction is even recorded.

Balance Sheet

Bank accounts, credit cards, assets, liabilities, and equity. Every account reviewed for accuracy and reconciliation status.

Bank Accounts and Reconciliations

Unreconciled transactions, duplicate accounts, misallocated activity, and anything that doesn't tie back to your actual bank statements.

Profit and Loss

Income accounts, COGS, and expenses reviewed for correct classification and whether your reports actually reflect what your business made.

Sales Tax

Whether your sales tax is set up correctly, being applied correctly, and whether your payments are going to the right place.

Payroll

Payroll setup, liability accounts, and whether your payroll activity is being recorded in a way that makes sense across the file.

Vendors, Customers, and 1099s

Vendor records, customer invoicing, outstanding balances, products and services mapping, and 1099 contractor compliance.

Federal Tax Return Tie-Out

A comparison of your QuickBooks totals to your most recently filed federal tax return to see if the numbers actually align.

What you get

A report built around your file. Not a template.

Everything I found

Every section of your file is documented. What is working, what is not, what broke, and what it is affecting right now. Written so you can actually understand it and hand it to whoever needs to see it.

The action items to fix it

Each section includes the specific steps required to correct the issues identified. You can take this to your CPA, your bookkeeper, or use it yourself. The report is yours to keep regardless of what you decide next.

A proposal to do the work

At the end of the report, I include a proposal to handle the cleanup myself. Pricing is based on what I actually found in your file. No guessing. No surprises. No pressure to move forward.

Pricing

What the Complete Check costs

The Complete Check starts at $375. Your exact price is based on the complexity of your file and is calculated automatically as you fill out the intake form. Pricing runs from $375 to $575.

If you move forward with cleanup, the full amount you paid for the Complete Check is credited toward the cleanup project. You are not paying for the diagnostic on top of the cleanup. It rolls in.

Is this right for you?

Who the Complete Check is for

This is for you if:

  • You don't trust your numbers
  • Your reports don't match your bank statements
  • Your CPA keeps finding errors at tax time
  • A previous cleanup failed or made things worse
  • You have multiple entities or intercompany activity
  • You just need to know what is actually wrong

This is not for you if:

  • You need someone to do your books every month
  • Your file is already accurate and reconciled
  • You want a quick look instead of a full review
  • You are not ready to share supporting documents

What happens next

After the Complete Check

You fill out the intake form and grant me access to your QuickBooks file. I go through everything and deliver your report within a week. The report includes my findings, the action items, and a proposal if you want me to handle the cleanup. Take it wherever you need to take it. No pressure. No surprises.

Stop guessing. Find out what's wrong.

The Complete Check tells you exactly what is broken, what it will take to fix it, and what it costs. In under a week.

Start Your Complete Check Talk with Candice