Not Sure If Your Books Are Right?

Gain clarity and confidence with a professional review of your QuickBooks file, financial reports, and bookkeeping processes.

Get Answers Before Small Problems Become Expensive Ones

Many business owners aren't sure whether their books are accurate, their reports can be trusted, or if they're making decisions based on complete information. A Financial Clarity Review helps identify issues, uncover opportunities for improvement, and provide a clear path forward.

Financial Clarity Review $297

What's Included ?

  • Review of your QuickBooks setup and workflows

  • Review of key financial reports for accuracy and clarity

  • Identification of bookkeeping issues, inefficiencies, or risk areas

  • Professional written recommendation with clear next steps tailored to your business

  • 60-minute review meeting

Who Is This Review For?

  • Your books haven't been reviewed in a while. You know things are "mostly okay" but want a professional second opinion.

  • You're considering cleanup services. You're not sure how much work is needed or where to start.

  • You're making important business decisions. Loans, hiring, growth, taxes, or cash flow planning all require accurate financial information.

Start the Conversation

FAQs

Do I need to be using QuickBooks?

1

At this time, Financial Clarity Reviews are available for businesses using QuickBooks Online (QBO). This allows us to efficiently review your bookkeeping setup, financial reports, and workflows and provide accurate recommendations.

Is this a cleanup service?

2

No. The Financial Clarity Review is an assessment and recommendation service. The purpose of the review is to identify bookkeeping issues, areas of concern, and opportunities for improvement. If cleanup work is needed, you will receive recommendations and a separate quote for those services.

What if my books are behind?

3

That's okay. Many business owners seek a review because they know their bookkeeping is behind or they are unsure where they stand. During the review, we will identify any gaps, determine the extent of catch-up work needed, and provide clear recommendations for getting your books back on track.

Can the review fee be applied toward ongoing services?

4

Yes. If you choose to move forward with Blue Jay Bookkeeping for cleanup services or ongoing monthly bookkeeping, the Financial Clarity Review fee may be applied toward onboarding or project costs.