Books Review& Checkup
A flexible review-only service for business owners who do their own bookkeeping.
Get a professional second set of eyes on your books without paying for full monthly bookkeeping. Schedule it one time, monthly, quarterly, or whenever you need it.
✓ Free evaluation call to help you choose the right review.
Choose the Review That Fits Your Needs
Basic Books Checkup
- Bank reconciliation status
- Profit & loss review
- Uncategorized transactions
- Obvious bookkeeping errors
- Short email summary
Standard Books Review
- Everything in Basic
- Balance sheet red flags
- Payroll posting issues
- Duplicate or unusual transactions
- Recommended next steps
Detailed Books Review
- Everything in Standard
- A/R and A/P red flags
- Loan, liability, and asset concerns
- Priority recommendations
- Optional 15-minute review call
Need this regularly? This service can be scheduled one time, monthly, quarterly, yearly, or whenever needed.
How the Books Review Works
Choose Your Package
Select the review package that fits your needs and schedule your free evaluation call.
Share Your Information
Securely share access to your QuickBooks Online and any documents we need to complete the review.
Get Your Review
We review your books and deliver clear notes, red flags, and recommended next steps you can act on.
This Is For You If
- You do your own bookkeeping
- You use QuickBooks Online
- You want to catch issues before tax time
- You want a second opinion on your books
- You are not ready for full monthly bookkeeping
- You want more confidence in your numbers
What’s Not Included
- Full bookkeeping
- Cleanup or catch-up work
- Payroll processing
- Tax filing or tax advice
- Fixing or correcting transactions
- Unlimited communication
If corrections or cleanup are needed, those services can be quoted separately.
Frequently Asked Questions
What is included in the Books Review & Checkup?
The review looks at key areas of your books so you can see what looks organized, what may need attention, and what next steps may be needed.
Is this the same as bookkeeping cleanup?
No. The Books Review & Checkup is a review of your books. Cleanup or correction work can be quoted separately if issues are found.
Will you fix mistakes during the review?
The review identifies possible issues and gives you direction. Fixing transactions, cleanup, or catch-up bookkeeping is a separate service.
Who is this service best for?
It is best for business owners who want a second look at their books before tax time, before applying for funding, or before starting monthly bookkeeping.
What do I need to provide?
You may need to provide access to your bookkeeping file, reports, bank activity, or other records needed to review the areas included in your package.
What happens after the checkup?
After the review, you can decide whether to handle the next steps yourself or have BDE Bookkeeping quote cleanup, catch-up, or monthly bookkeeping support.
Need a Professional Second Set of Eyes on Your Books?
Choose a one-time or recurring review that fits your business.
Request Your Free Books Review EvaluationProfessional.Independent.Focused onYour Success.