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File Review / Diagnostic

A structured review of your current books with clear findings. Required first step before cleanup work or ongoing services.
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Why Start With a File Review?

Every business’s bookkeeping situation is different. A file review gives us—and you—a clear picture of where things stand before committing to any work. It ensures accurate scoping, fair pricing, and no surprises.

Who Should Start With a File Review in Canada

A file review is the right starting point if:

You're unsure whether your books are accurate

You're preparing for catch-up or clean-up work

Your records were handled by a previous bookkeeper

You want clarity before committing to ongoing bookkeeping

What We Review

We conduct a comprehensive assessment of your QuickBooks file or existing records to evaluate:
  • Bank and credit card reconciliation status
  • Account balances and discrepancies
  • Chart of accounts structure
  • Transaction categorization accuracy
  • Outstanding items and aged transactions
  • GST/HST filing status
  • Year-end readiness
  • Overall file organization

What We Review

Structured Review

A structured review of your QuickBooks Online file.

Error Identification

Identification of errors, gaps, and inconsistencies.

Clear Summary

A clear summary of findings with recommended next steps and scope of work.

No Obligation

The file review provides clarity, even if you choose not to proceed further.

File Review Pricing

Includes comprehensive file assessment and detailed findings report. Credited toward cleanup work if you proceed.

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How the File Review Works

We follow a consistent workflow so you always know what to expect.

1

Grant Access

Provide read-only access to your QuickBooks file

2

Get Report

Receive clear findings and recommendations

3

Proposal

Clear scope and pricing for your situation

After your file review, you can proceed with monthly bookkeeping or catch-up work as needed.

Frequently Asked Questions

Common questions about our file review service.
A file review is a structured assessment of your QuickBooks Online file to identify issues, gaps, and areas that need correction.
You’ll receive a clear summary of findings, recommended next steps, and an outline of required work.
Yes. A file review is required before any catch-up, clean-up, or ongoing bookkeeping work begins. Does the file review include corrections? Can I use the file review even if I don’t continue?
No. The review identifies issues but does not include clean-up work.
Yes. You may use the findings with another provider if you choose.

Ready to understand where your books stand?

Book a consultation to discuss your situation, then we’ll schedule your file review.
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