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QB Specialist (850) 842-6767

Free QuickBooks review

A senior specialist reads your file. Free.

Tell us a little about your books and a senior specialist reviews your QuickBooks file, view-only, then sends back a plain-language health check — what's wrong, what it takes to fix, and a fixed-scope quote. No obligation either way.

(850) 842-6767

Last reviewed July 2026

  • View-only — we change nothing
  • One firm — never a rotating pool
  • Findings in writing, yours either way

Start your free review

Five quick fields. Rough answers are fine — the review is where precision happens. And if you decide to go ahead afterwards, the engagement runs on our plain-English terms of service, readable before any work begins.

The health check arrives here, in writing.

US numbers only.

Would you rather talk it through first? Book a call — same senior specialist, no form.

What happens next

Four steps, nothing changed without you

  1. Send the form

    Today

    Five quick fields — rough answers are fine.

  2. We reply in writing

    Within 1 business day

    A senior specialist arranges secure view-only access with you.

  3. The view-only review

    Scheduled with you

    We read the file and statements. Nothing in your books is changed.

  4. Your health check

    In writing

    What's wrong, what it takes to fix, and a fixed-scope quote — yours either way.

How we document the work

View-only until you approve a scope

We look; we change nothing. Access is revocable by you at any time.

Response commitment

A written reply within one business day.

Questions about the free review

What do you need from me?

View-only access to QuickBooks — we help you set it up, and it takes a few minutes — plus recent bank and credit-card statements if you have them handy. That's enough for an honest read.

Will you change anything in my file?

No. The review is view-only. Nothing in your books changes unless you later approve a fixed scope of work.

Is it really free — what's the catch?

It's free because it's how we scope. You get the findings and the quote in writing either way; whether you hire us, do it yourself, or do nothing is up to you.

QuickBooks Online or Desktop?

Both. Online via view-only accountant access; Desktop via screen-share or a hosted copy of the file.