You will get a Diagnostic Review of your QuickBooks Online account
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Project details
A Diagnostic Review of your books will give you feedback from an experienced professional as to whether significant errors may exist within your QuickBooks Online account. You will receive a spreadsheet listing the items of concern that I have identified. You should review, investigate, and correct these items to improve the accuracy of your financial statements.
This is NOT an audit as only a CPA can provide audit services. I do, however, have a Bachelor's degree in Accounting. I invite you to review my profile to see client feedback.
This is NOT an audit as only a CPA can provide audit services. I do, however, have a Bachelor's degree in Accounting. I invite you to review my profile to see client feedback.
Project Type
OtherWhat's included $200
These options are included with the project scope.
$200
- Delivery Time 3 days
- Number of Revisions 0
Optional add-ons
You can add these on the next page.
Fast 2 Days Delivery
+$50Frequently asked questions
22 reviews
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MJ
Marton J.
Jan 27, 2026
Accounting
Patrick cleaned up our QuickBooks and helped prepare accurate annual statements. We have used QuickBooks before Patrick, but we did not use all features correctly and Patrick was invaluable in getting us on the right track. He is a true expert in QuickBooks and we were very lucky to work with him!
AA
Akara A.
May 5, 2025
Set up QBO account for new business
Did an excellent job.
AA
Akara A.
May 5, 2025
Setting up Chart of Accounts in QBO
LW
Lucas W.
Feb 14, 2025
Quickbooks Online Cleanup
JA
Jon A.
Apr 30, 2024
30 minute consultation
About Patrick
Experienced QuickBooks Online Bookkeeper
100%
Job Success
Villas, United States - 6:33 am local time
We provide premium bookkeeping, within QBO, that evolves with your business. As your operations change, we refine workflows, improve processes, and adjust reporting so your financials stay accurate, meaningful, and aligned with reality. This is strategic work, not clerical data entry — and our rates reflect that.
We’re a good fit if you:
- Want streamlined, accurate bookkeeping
- Can provide timely statements/documentation, and can respond promptly to our questions
- Understand bookkeeping as a strategic function
- Are committed to growth and better accounting processes
- Have patience while we learn your business and build the right foundation
We’re not a good fit if you:
- Don’t prioritize accurate books
- Can’t provide timely access to bank, credit card, or loan statements
- Resist improving or updating workflows
- Don’t value experienced bookkeeping expertise
Our Focus
We handle monthly bookkeeping, but our specialty is QBO diagnostic reviews and cleanups.
Cleanups typically require 60–90 days or more depending on the condition of your books. They are an investment — but clean, reliable financials give you clarity and confidence.
Who We Serve
Small businesses using QuickBooks Online, primarily service‑based companies.
I hold a Bachelor’s degree in Accounting and am a QuickBooks Online Certified ProAdvisor. We do not provide payroll services, we recommend platforms like Gusto or ADP. We do not provide tax preparation or filing services of any kind. Our clients have their own accountants who handle tax-related matters.
I’d be glad to discuss your bookkeeping needs when you’re ready.
Steps for completing your project
After purchasing the project, send requirements so Patrick can start the project.
Delivery time starts when Patrick receives requirements from you.
Patrick works on your project following the steps below.
Revisions may occur after the delivery date.
Review settings, chart of accounts, products/services, bank feed and rules
Review Income Statement and Balance Sheet for possible issues
This is NOT an audit. Only a CPA can provide an audit. While I do have a Bachelor's degree in Accounting, I am not a CPA.