Our Workflow
Book a discovery call
We start with a 15-minute call to understand the file, the issues involved, and whether we’re the right fit.
The Diagnostic Review
We review the QBO file in detail, in logical order, starting with the financial reports as they stand, then drilling into bank activity, undeposited funds, uncategorized balances, AR/AP concerns, opening equity, and unusual asset, liability and ledger balances. We then prepare a detailed diagnostic report outlining what is broken and what it will take to fix it.
Definitive Fixed-Rate Proposal
Based on the diagnostic, we provide a fixed-fee proposal for the full cleanup. No uncertain hours: you know the proposed project cost upfront.
The Cleanup Project
We complete the cleanup either by communicating directly with the client or by working fully behind your firm’s brand, depending on the partnership model you choose.
Seamless Handback
You receive a clean QBO file, a written summary of the work completed and either a Loom walkthrough or Zoom meeting handoff.
Your team can then move straight into the ongoing work without the distracting time sink of a cleanup.
Why Us?
- The Diagnostic Review Absorbs the Risk: We do the discovery work and take on the underpricing risk; you get a firm engagement price before any cleanup begins.
- No Client Poaching Risk: We are QBO cleanup specialists. Project only. We do not offer monthly bookkeeping, so the ongoing client relationship stays with you.
- Specialist Cleanup Pricing: We are experienced accounting professionals ourselves, know what the financials of a fit-for-purpose QBO file look like and we won’t quote blind. Every cleanup file is different and this work is consistently underestimated. Our pricing is based on what the file actually requires.