Find the QuickBooks Mistakes That Could Be Draining Your Profit
For $97, H&J Financial Solutions will review 5 key areas inside your QuickBooks and give you a clear Health Scorecard showing what looks clean, what looks questionable, and what needs attention before it costs you more money.
Reviewed by Certified QuickBooks ProAdvisor, Certified Bookkeeper, and Client Advisory Strategist.
QuickBooks Should Give You Clarity, Not Confusion
If your QuickBooks numbers feel confusing, inconsistent, or hard to trust, it may be costing you more than peace of mind.
For $97, our QuickBooks Health Check reviews key areas of your books, identifies red flags, and gives you a clear Health Score with a prioritized checklist of what needs attention next.
This is for you if:
You see revenue coming in, but your cash still feels tight.
Your Profit and Loss report does not make sense.
You are unsure if expenses are categorized correctly.
You feel nervous about tax season approaching.
You want to know if your books are clean before making bigger financial decisions.
THE ONE-TIME REVIEW
Introducing the $97 QuickBooks Health Check
The QuickBooks Health Check is a one-time review for business owners who want a clearer answer to one important question:
Can I trust my QuickBooks numbers?
HJFS will review the key areas that often create confusion inside QuickBooks and provide a simple Health Scorecard so you know where your books stand and what may need attention next.
Chart of Accounts
Ensuring your categories make sense for your business model and tax readiness.
Bank Feeds
Checking for disconnected accounts, duplicate transactions, and uncategorized income.
Reconciliations
Verifying that your QuickBooks balances actually match your real-world bank statements.
P&L Report Setup
Reviewing your statements so you can clearly see revenue, cost of goods, and true profit.
Common Bookkeeping Red Flags
Identifying hidden setup errors and messy entries that quietly distort your financial clarity and cost you money.
YOUR HEALTH SCORECARD
See Exactly What Needs Attention
Get a clear, visual snapshot of your business finances. Green means clean, yellow means questionable, and red means it requires your focus.
Clean
* Accounts and categories are organized
* Bank feeds connected
* Reconciliations up to date
* No immediate action required
Questionable
* Some categories look misapplied
* Occasional duplicates
* Missing reconciliations
*Review these items soon
Needs Attention
* Disconnected accounts
* Large unexplained transactions
* Out-of-balance reconciliations
*Requires immediate fixes
TRIPLE-CERTIFIED AUTHORITY
Your Numbers Should Lead You
This is not just about checking boxes or moving transactions around inside QuickBooks. Your numbers affect how you understand your true profit, your available cash flow, your tax readiness, and your most important business decisions.
Software knowledge tells you where to put a transaction. Strategic advisory tells you what that transaction means for the health of your business. We pair both to ensure your reports protect your profit, rather than hiding the truth.
Reviewed by Certified QuickBooks ProAdvisor,
Certified Bookkeeper, and Client Advisory Strategist.
This Is For You If You Have Ever Said...
- “I have QuickBooks, but I do not know if it is right.”
- “I do not trust my reports.”
- “I need to know what is wrong before tax season.”
- “I think my books are messy, but I do not know where to start.”
- “I work with someone, but I still want another set of professional eyes.”
- “I want to understand my numbers before I make another business decision.”
THE DELIVERABLES
Your $97 QuickBooks Health Check Includes:
- 5-point QuickBooks review
- QuickBooks Health Scorecard
- Health Scorecard Review Call
- Professional next-step recommendation
- Review by HJFS, led by a Certified QuickBooks ProAdvisor, Certified Bookkeeper, and Client Advisory certified strategist
What You Receive
You will receive a QuickBooks Health Scorecard that clearly shows:
- What looks clean
- What looks questionable
- What needs attention
- What may be affecting reports, tax readiness, or cash flow clarity
- The recommended next step for your business
IMPORTANT NOTE
This is a review only. Bookkeeping cleanup, corrections, tax filing, tax advice, and ongoing bookkeeping support are not included in the $97 Health Check. If deeper support is needed, HJFS will recommend the best next step.
CLARITY BEFORE YOU COMMIT
Your Questions, Answered
Is this bookkeeping cleanup?
No — the $97 QuickBooks Health Check is a review, not a bookkeeping cleanup. We perform a focused 5‑point review (Chart of Accounts, Bank Feeds, Reconciliations, P&L setup, and common bookkeeping red flags) and deliver a Health Scorecard that shows what looks correct, what’s high‑risk or questionable, and a prioritized list of recommended fixes with estimated effort and cost ranges. If cleanup is needed we’ll recommend next steps so you can decide whether to proceed.
Do I have to give access to my QuickBooks?
After purchase you’ll receive secure instructions. In most cases we can complete the $97 review with accountant‑level read‑only access; if not we’ll request specific reports or exports. We ask only for the minimum access needed, use secure transfer methods, and limit access to authorized team members — we’ll confirm the safest option before any access is granted.
What if I already have a bookkeeper?
This Health Check is a helpful independent second opinion if you already have a bookkeeper — the review produces an objective Health Scorecard and a prioritized list of findings. We can coordinate directly with your bookkeeper or simply share our findings and recommendations with you so you can review next steps together.
Will I be pressured to buy more?
No. The $97 Health Check is designed to provide straightforward, unbiased clarity — not to pressure you into buying more. If deeper support would help, we’ll outline recommended next steps and optional services with estimated costs so you can make an informed decision without obligation.
How long does it take?
After purchase you’ll schedule your review call and submit the requested information. We typically complete the $97 review within 48–72 hours of receiving access or files, then walk you through your Health Scorecard on a scheduled ~30‑minute call. Deliverables include the Health Scorecard PDF, a prioritized list of findings, and recommended next steps with estimated effort and cost; exact timing may vary by complexity.
READY FOR CLARITY?
Stop Guessing. Find Out If Your QuickBooks Can Be Trusted.
Get your 5-point review, Health Scorecard, and included Review Call for $97.
Led by Certified QuickBooks ProAdvisor, Certified Bookkeeper, and Client Advisory certified strategist.
Led by Certified QuickBooks ProAdvisor, Certified Bookkeeper, and Client Advisory Strategist.
Important Note: The $97 QuickBooks Health Check is a review only. It does not include bookkeeping cleanup, transaction corrections, tax filing, tax advice, or ongoing bookkeeping services. If deeper support is needed, HJFS will recommend the best next step.
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