Scope a cleanup
before you quote it
You send a QuickBooks Online or Xero export. You get back a diagnostic report that maps the red flags by severity — unreconciled months, suspense-account clutter, duplicate bills — so the number you put in front of the client is one you can defend. Read-only. It never touches the ledger.
Most practices do this one of two ways: an unbillable hour digging through the file, or a wide range and a hope. Both cost you the same thing — the jobs you quote too low, and the ones you lose because the range scared the client off.
What you get back
- Every month that was never reconciled, and by how much.
- Uncategorized and suspense balances, with the transaction count behind each.
- Duplicate bills and payments, matched and listed.
- Every red flag graded by severity, so the scoping conversation is about evidence, not instinct.
What it costs
$99 per audit
One client file, one report.
$79/month
If you scope cleanups often enough for that to be worth it — five included, $29 each after.
Against a cleanup you would quote at $2,000-$6,000, it should be the cheapest part of winning the job.
Being straight about what this is
BooksAudit is pre-launch. Right now I run each report by hand rather than it being self-serve. There is no Buy button on this page and nothing is charged. I am looking for practices willing to trade candid feedback on the report format for free work, and for a straight answer on whether $99 is the right number.
Send a file and get the audit free
I'll reply with exactly what to export, run the diagnostic on it, and send back your report — free, no card. In exchange, tell me straight whether $99 is what it's worth to a practice. Or just tell me the price is wrong — that's useful on its own.
Related
- See a real report before you send anything — a complete diagnostic, run on a sample ledger.
- Cleanup cost estimator — the range-builder we point clients at.
- DIY QuickBooks cleanup: the checklist, in the order that actually works
- 7 signs your bookkeeper messed up your books