File Review / Diagnostic
A structured bookkeeping diagnostic of your QuickBooks Online file with clear findings. Required first step for Canadian businesses before catch-up bookkeeping or ongoing monthly bookkeeping services.
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
- Your records were handled by a previous bookkeeper
- You're preparing for catch-up or clean-up work
- 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 You Get
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
$250
flat fee
Includes comprehensive file assessment and detailed findings report. Credited toward cleanup work if you proceed.
How the File Review Works
1
Grant Access
Provide read-only access to your QuickBooks file
2
We Review
We conduct a thorough assessment (typically 2-3 business days)
3
Get Report
Receive clear findings and recommendations
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.
What is a bookkeeping file review?
A file review is a structured assessment of your QuickBooks Online file to identify issues, gaps, and areas that need correction.
What do I receive after the review?
Is the file review mandatory?
Does the file review include corrections?
Can I use the file review even if I don't continue?
Ready to understand where your books stand?
Book a free consultation to discuss your Canadian business bookkeeping situation, then we’ll schedule your QuickBooks Online file review.