Remote | Nationwide
Since 2008
FPG-USA
CFO Advisory, Bookkeeping & Accounting
“Cleaner Books. Smarter Strategy. Stronger Profits.”
Certified QuickBooks ProAdvisor – Advanced, Payroll, Tax, and Time Certified | Gold-Level Firm
QuickBooks Online (QBO) Health Check
❤️🩹 QuickBooks Online Health Check
A Financial Checkup to Spot What, If Anything, Needs Attention
A professional review of your QuickBooks Online file to help you understand its condition—and decide if follow-up action is needed.
Your books might look fine on the surface—and they may be. But sometimes hidden issues lead to tax penalties, cash flow problems, or reporting mistakes that cost you money.
Our QuickBooks Online Health Check is like a financial wellness exam for your accounting system. We perform a quick, high-level review to check for potential problems—so you’ll know whether your books are healthy or if something needs attention.
It’s a proactive checkup for business owners, bookkeepers, or FIRPTA Refunds clients who want clarity, peace of mind, or a second opinion—without committing to a full diagnostic audit or cleanup (yet).
— Richard Kahn, Founder & CFO, FPG‑USA
📋 What We Check in Your QBO File (TOC)
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💡 Included in the QBO Health Check:
1️⃣ 🔍 Transaction Spot Check
2️⃣ 🗂️ Chart of Accounts Review
3️⃣ 💳 Bank & Credit Card Reconciliation Status
4️⃣ 🧾 A/R & A/P Summary Review
5️⃣ 🛠️ Workflow & Setup Scan
6️⃣ 📊 Basic Reporting & Dashboard Check
7️⃣ 🚦 Summary of Findings & Recommendations
💡Additional Information & Next Steps
🔄 Compare With Our Full Diagnostic Audit
🧰 Part of Our One-Time Services Suite
💡 Included in the QBO Health Check:
1️⃣ 🔍 Transaction Spot Check
We review recent transactions to check for:
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Misclassifications
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Missing or duplicate entries
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Categorization inconsistencies
2️⃣ 🗂️ Chart of Accounts Review
We assess your Chart of Accounts to ensure:
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Logical structure for your business
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No redundancy or confusing categories
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Proper alignment with reporting needs
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3️⃣ 💳 Bank & Credit Card Reconciliation Status
We verify:
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Bank and credit card reconciliations
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Unmatched transactions
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Balance inconsistencies
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4️⃣ 🧾 A/R & A/P Summary Review
We check your open items for:
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Stale unpaid invoices
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Overdue bills still showing as open
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Undeposited funds or lingering discrepancies
5️⃣ 🛠️ Workflow & Setup Scan
We look for:
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Workflow inefficiencies
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App integration issues
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User setup problems that may cause errors
6️⃣ 📊 Basic Reporting & Dashboard Check
We verify:
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Profit & Loss, Balance Sheet, and Cash Flow reports are generating properly
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KPI dashboards (if applicable) are configured correctly
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Reports reflect usable, actionable data
7️⃣ 🚦 Summary of Findings & Next Steps
You’ll receive:
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A short written report with 3–5 key observations
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Notes on system-level issues affecting data or reporting
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Recommendations for next steps—whether that’s cleanup, further diagnostics, coaching, or ongoing support
💡 Additional Information & Next Steps
🧾 Who It’s For
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Business owners managing QuickBooks themselves
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Internal bookkeepers seeking a professional review
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FIRPTA Refunds clients preparing for max refunds & compliance
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Anyone who wants to know where they stand before deciding on next steps
🔄 Compare With Our Full Diagnostic Audit
Refer to the chart below.
Looking for a deeper dive?🔗 Review the full QBO Diagnostic Audit details»
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🧰 Part of Our One-Time Services Suite
This service is included in our One-Time Services & Diagnostic Reviews », for clients who need quick insights without committing to a long-term program (yet).
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💵 Simple, Fixed-Fee Pricing
The Health Check is a one-time, fixed-fee service, with costs based on your QuickBooks file’s complexity.
All pricing is clearly outlined in writing through our engagement agreement—no surprises, no hidden fees.
🚀 Ready to Discuss or Schedule?