What It Is
A 15-Minute Diagnostic to See What’s Really Going On in Your Books
Most business owners say:
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“I think I need my QuickBooks cleaned up…”
“Something feels off but I don’t know what.”
“I don’t even know what to ask for.”
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That’s exactly why we created the QBO SMART Review.
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In this quick diagnostic, we log into your QBO file (with Accountant Access) and use a standardized checklist to review:
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Bank feeds
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Chart of Accounts structure
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Unreconciled accounts
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Uncategorized transactions
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Personal vs business spending
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Automations and bank rules
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Basic reports and tax mapping
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You don’t have to know the terminology.
You just invite us in — and we tell you what you actually need.
What You’ll Get
What You’ll Walk Away With
After your QBO SMART Review, you’ll receive:​​
​A simple summary of what we found
Whether your file needs cleanup, catch-up, optimization, or monthly bookkeeping
A clear suggested next step
A suggested service path (Cleanup → Optimization → SRC, or straight to SRC)
The option to move forward — or simply keep the insight
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In some cases, if the situation is more complex (often after DIY attempts or when cleanup is likely), we may recommend a paid Deep Dive Diagnostic. This allows us to accurately assess scope, timeline, and the best solution before any work begins. This is optional and only suggested when clarity requires it.
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No pressure. No obligation. Just clarity.
How It Works
​How the QBO SMART Review Works
STEP
1
Request Your SMART Review
Fill out the form on this page so we know a bit about your business.
Invite Us to Your QBO File
STEP
2
​We’ll send instructions for how to grant Accountant Access securely.
We Perform the Review
STEP
3
STEP
4
We complete your 15-minute QBO SMART Review using our internal checklist.
You Receive a Clear Recommendation
We send you a simple summary + recommended next step:
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Cleanup + Catch-Up
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QBO Optimization + Monthly System Setup
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Start Right & Comply (Monthly Bookkeeping)
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Or Ask Matilda session if you still want live support
Who It’s For
This Is Perfect For You If…
You feel behind or unsure
You don’t know the difference between “cleanup” and “optimization”
You’re overwhelmed by QBO
You suspect something is wrong but can’t see what
You want expert eyes on your file before committing to a service
You’re ready to get serious about clean books in 2026
Ready to Stop Guessing and Get Clear?
Request your QBO SMART Review and let us look inside your QuickBooks file — so you can finally know what’s really going on and what to do next.
You’re not committing to a service — you’re just asking for clarity. We’ll review your file and recommend the path that truly fits your situation.
Frequently Asked Questions
Q: Is the QBO SMART Review free?
A: Yes, this is a complimentary diagnostic to help you understand what you actually need before you invest in any services.
Q: Do you make changes to my file during the SMART Review?
A: No, this step is review-only. If you choose to move forward with cleanup, optimization, or monthly bookkeeping, we’ll then begin making changes with your approval.
Q: What if I decide not to move forward after the review?
A: That’s completely fine. You keep the insight and recommendations — no obligation.
Q: Is the SMART Review the same as your Deep Dive Diagnostic?
A: No. The SMART Review is a complimentary, high-level diagnostic designed to determine what kind of support — if any — makes sense next.
In some situations, a paid Deep Dive Diagnostic may be recommended so we can fully assess scope and make accurate recommendations before moving forward. This is optional and only suggested when needed.