QBO Assessment & Financial Health Report

Clear, accurate financials are the foundation of business growth. Our QuickBooks Online (QBO) Assessment & Financial Health Report gives you a detailed, expert review of your accounting system—so you know exactly what’s working, what’s broken, and how to fix it.

Gain Confidence in Your Numbers. Make Smarter Decisions.

Who This is For

This Service is perfect if you:

  • Suspect errors, inefficiencies, or messy processes in QBO

  • Want confidence before making big business decisions

  • Feel unsure if your books are correct or up to date

  • Want actionable recommendations from certified experts

How it Works

Simple Steps for more clarity

  • Schedule Your Free Consultation: Quick chat about your business needs

  • Grant Accountant Access to QBO: Secure & hassle-free setup

  • Provide Documentation: Only what’s needed for accuracy

  • Receive Your Report & Action Plan: Clear answers, expert guidance

What's Included in your Assessment

We’ll perform a deep dive into your QuickBooks Online setup, including:


✅ Chart of Accounts Review – Check for proper organization, duplicates, and alignment with best practices.
✅ Reconciliations Check – Verify reconciliations are accurate, timely, and free of discrepancies.
✅ Transaction Accuracy – Review classifications for accuracy and completeness.
✅ AP & AR Health – Assess how bills and invoices are tracked, applied, and managed.
✅ Payroll & 1099 Review – Confirm payroll accuracy and correct vendor classifications.
✅ Financial Report Accuracy – Ensure P&L and Balance Sheet reflect true business performance.
✅ Integrations & Automations – Check third-party syncs and automation rules for efficiency.
✅ Tax Compliance – Review sales tax setup and application for accuracy.

What You Get

1. Your Findings Report

Strengths & best practices already in place

Areas that need improvement

Specific errors and red flags

2. A Custom Action Plan

Recommendations to fix issues

Automation & efficiency suggestions

Maintenance guide for clean books

Why Choose Controller Works

  • Certified QBO Experts with years of hands-on experience

  • Actionable insights you can use immediately

  • Industry-agnostic – We work with businesses of all types

  • No obligation to sign up for ongoing services

Your Investment and Timeline

💰 Flat Fee: $1,350


📅 Turnaround: 10–15 business days after receiving access and docs

What our clients are saying

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