FPG-USA
Project-Based CFO Advisory
Helping Founders, CEOs & Boards Build Stronger Businesses
Remote | Nationwide
From the Bookkeeping Desk to the Boardroom
Since 2008
Intuit Gold ProAdvisor – Enterprise Suite Certified • QBO Level 2 Certified • Client Advisory Services Foundation
QuickBooks Online (QBO) Health Check
QuickBooks Online Health Check
A Financial Checkup to Spot What, If Anything, Needs Attention
A professional, high-level review of your QuickBooks Online file to identify potential problems and help you decide whether any follow-up action is needed.
Get clarity and a second opinion—without committing to a full diagnostic audit or cleanup.
📋 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
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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?
👉 Request Your QuickBooks Health Check Consultation »
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