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.

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Bright living room with modern inventory

File Review Pricing

$250

flat fee

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

Book a Consultation
Bright living room with modern inventory
Bright living room with modern inventory

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

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?

You’ll receive a clear summary of findings, recommended next steps, and an outline of required work.

Is the file review mandatory?

Yes. A file review is required before any catch-up, clean-up, or ongoing bookkeeping work begins.

Does the file review include corrections?

No. The review identifies issues but does not include clean-up work.

Can I use the file review even if I don't continue?

Yes. You may use the findings with another provider if you choose.

Common questions about our file review service.

Bright living room with modern inventory
Bright living room with modern inventory