Request QBO File Review

QuickBooks Online can look “fine” and still be quietly wrong.
Bank accounts reconcile. Reports run. GST/HST files.
And yet the numbers don’t fully line up, or don’t mean what you think they mean.
This service exists to answer one question:
Can this QBO file be relied on? For tax filings, business decisions, and audit risk exposure?

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What this review is​:

​The QBO File Health & Reliability Review is a one-time, fixed-scope diagnostic review of your QuickBooks Online file.
It focuses on:

• data integrity (are the reports really representing reality?)
• GST/HST reliability 
• balance sheet reasonability 
• automation behaving as intended
• risk that isn’t obvious from day-to-day use
• items that might be increasing your year end tax return bill (when accountants are forced to 'fix' things that should be done before the handoff)

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​If you work with a bookkeeper or office manager:

Office Managers and Bookkeepers are highly valuable roles.  They are providing you with data that can give you eyes on your business, while keeping your business compliant with CRA.  This service is not about 'catching something being done wrong'.  This service is about empowerment & support.

This review is a supportive second set of eyes. Office Managers are often tasked to learn bookkeeping 'on the job'.  Even great bookkeepers can’t see everything when:

• bank feeds create misleading matches
• QBO behavior quietly affects reports
• paperwork arrives late
• decisions weren’t documented

You’ll receive a clear list of high-risk vs low-risk items, so you and your bookkeeper can prioritize what matters most.  When the business owner and the bookkeeper and office manager are on the same page... that's where the magic happens!

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What I review:

QBO File Health & Structure

• Bank, credit card, loan, clearing, and cash account behavior
  
• Reconciliation quality (not just “zeroed”)
  
• Uncleared and lingering items
  
• Undeposited Funds and clearing accounts
  
• Profit & Loss reasonability (month-over-month, year-to-date where applicable)
  
• Balance Sheet logic and red flags
  
• Owner’s draw / shareholder loan exposure
  
• Payroll liabilities behaving as expected
  

GST/HST Reliability

• Line 101 sales vs Profit & Loss comparison
  
• Correct use of Out of Scope, Zero-Rated, and Exempt
  
• GST/HST Payable on filing module vs Balance Sheet
  
• ITC reasonability review
  
• CRA-facing risk indicators
  

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​What you receive:

After the review, you’ll receive:

• A written summary of findings, clearly grouped by:
  
  • High-risk issues
    
  • Medium-risk issues
    
  • Informational notes
    
  • Items confirmed as working correctly
    
• Clear next steps, including:
  
  • What needs to be addressed
    
  • Why it matters
    
  • Where in QBO the issue lives
    
  • How to address the issues
    

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This is a diagnostic service only:

This is a one-time, fixed-scope service.
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Pricing starts at $500 CAD, and is confirmed after I review your intake form and before any work begins.
This one one time review does not include any clean up work or corrections.

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Who this is for:

This review is a good fit if:

• You’ve inherited a file and want a second opinion
• You’ve DIY’d for a while and want to sanity-check it
• You sense something’s “off” but can’t quite point to it

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Request QBO Review