Read-only until you approve a scope
We look; we change nothing. Access is revocable by you at any time.
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, read-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.
- Read-only — we change nothing
- A senior specialist, not a pool
- Findings in writing, yours either way
Received
Thanks — a senior specialist replies within one business day, in writing, to arrange read-only access.
Would you rather talk it through first? Book a call — same senior specialist, no form.
What happens next
Four steps, nothing changed without you
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Send the form
Today
Five quick fields — rough answers are fine.
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We reply in writing
Within 1 business day
A senior specialist arranges secure read-only access with you.
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The read-only review
Scheduled with you
We read the file and statements. Nothing in your books is changed.
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Your health check
In writing
What's wrong, what it takes to fix, and a fixed-scope quote — yours either way.
How you can verify us
Response commitment
A real specialist replies within one business day, in writing.
Questions about the free review
What do you need from me?
Read-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 read-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 read-only accountant access; Desktop via screen-share or a hosted copy of the file.