QuickBooks cleanup · File review
A ProAdvisor review of your QuickBooks file — an honest second opinion.
Not sure whether your books are actually in good shape? A second-opinion file review is exactly that: an independent Certified QuickBooks ProAdvisor opens your file, checks the things that determine whether the numbers can be trusted — reconciliation, the chart of accounts, categorization, balance-sheet integrity, CPA-readiness — and gives you a written, honest read of its condition. If it needs cleanup, you get a fixed-fee scope and a tier. If it doesn’t, we tell you that too. The review is free and there’s no obligation. Independent firm, not affiliated with Intuit Inc.
A QuickBooks file review (or “second opinion”) is an independent assessment of your QuickBooks file by a Certified ProAdvisor: they check whether every account is reconciled, whether the chart of accounts is sound, how accurate the categorization is, whether the balance sheet holds together (Opening Balance Equity, undeposited funds, duplicates), and whether the file is ready to hand to a CPA. The output is an honest read of the file’s condition — and a straight answer on whether you need a cleanup, which tier, or nothing at all. The review is free and no-obligation; if the books are fine, we say so. We don’t file taxes — we get the file CPA-ready.
Reference maintained by the Certified QuickBooks ProAdvisor team at TechBrot Inc., an independent firm — not Intuit, and not Intuit’s official software support. Not affiliated with Intuit Inc.
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The file review, in five questions.
What is a QuickBooks file review or second opinion?
An independent assessment of your QuickBooks file by a Certified ProAdvisor. They open the file and check the things that determine whether the numbers can be trusted — reconciliation status, the chart of accounts, categorization quality, and balance-sheet integrity — then give you a written, honest read of its condition and a straight answer on whether you need a cleanup, which tier, or nothing at all.
What does a QuickBooks file review check?
The reconciliation status of every bank and credit-card account; the health of the chart of accounts; the miscategorization rate; balance-sheet integrity (Opening Balance Equity, undeposited funds, and duplicates); and payroll and sales-tax setup. Together those reveal whether the file is accurate, whether it holds together, and whether it’s ready to hand to a CPA.
How does the review work?
Four steps: we do a free file review (we look); we give you a written, honest read of the file’s condition; if work is needed we hand you a written, fixed-fee scope at a tier — focused, standard, or complex; then you decide. There’s no pressure and no obligation, and if the books are fine we tell you that.
When should I get a file review?
When you’re taking over a file you didn’t set up; before tax season, so you walk in with clean books; when your CPA has flagged issues; or simply when the numbers look off and you want a neutral second opinion. It’s a diagnosis — you find out what shape the file is in before committing to anything.
Is the file review really free?
Yes — the review itself is free and no-obligation. A Certified ProAdvisor looks at the file and gives you an honest read of its condition at no charge. If a cleanup is warranted you get a written, fixed-fee scope first ($1,500–$15,000+ depending on how far behind), and you decide. If your books are fine, we say so. We’re an independent firm, not Intuit.
A second-opinion file review, plainly.
A file review is what it sounds like: an independent Certified QuickBooks ProAdvisor opens your QuickBooks file and assesses whether the numbers can be trusted. It is a diagnosis, not the cure — the goal is to tell you honestly what condition the file is in, so you can decide what (if anything) to do next. People ask for one when they’ve taken over a file they didn’t set up, when the books “feel off,” when their CPA has flagged something, or simply when they want a neutral set of eyes before tax season.
What the review checks is the short list of things that actually determine file health: whether every bank and credit-card account is reconciled, whether the chart of accounts is sound, how accurately transactions are categorized, and whether the balance sheet holds together — Opening Balance Equity, undeposited funds, duplicates, payroll and sales-tax setup. From that we give you a written read of the file’s condition and a straight recommendation: a cleanup at a specific tier, or nothing. This is the cleanup-context version of the review — for the standalone offer and what the free review includes, see our QuickBooks file review page.
What a file review checks.
These are the things that determine whether your QuickBooks numbers can be trusted — and whether the file is ready to hand to a CPA. The review works through each one and reports what it finds.
Check 01 · Reconciliation status of every account
Whether each bank and credit-card account is reconciled, and through what date. Unreconciled or partially reconciled accounts are the clearest sign the numbers don’t tie to reality — the review establishes how many accounts are behind and by how long, because that drives everything downstream.
Check 02 · Chart of accounts health
Whether the chart of accounts is sound or has grown into a sprawl of duplicate, unused, or misused accounts. A bloated or mismapped chart makes reports unreliable and categorization inconsistent — the review flags what needs consolidating, renaming, or restructuring.
Check 03 · Miscategorization rate
How accurately transactions are categorized — sampled across the file to gauge how often expenses, income, transfers, and owner activity land in the wrong place. A high miscategorization rate is what turns a profit-and-loss statement into fiction, and it’s one of the biggest drivers of cleanup scope.
Check 04 · Opening Balance Equity & balance-sheet integrity
Whether the balance sheet actually holds together — a stray Opening Balance Equity balance, accounts that don’t roll forward, or totals that don’t make sense. A balance sheet that doesn’t hold together is the surest signal the file needs real cleanup before anyone relies on it.
Check 05 · Undeposited funds & duplicates
Whether the Undeposited Funds account is stacked with payments that were never cleared into the bank, and whether duplicate transactions are inflating income or expenses. Both quietly distort the numbers and both are common in files that have drifted — the review surfaces them.
Check 06 · Payroll & sales-tax setup
Whether payroll and sales-tax are set up and recorded correctly, since errors there compound into liability and filing problems. The review checks that what’s in QuickBooks lines up with what was actually paid and owed — part of confirming the file is CPA-ready.
How the review works.
Four steps, no pressure. We look, we tell you honestly what we found, and if work is needed you get a written fixed-fee scope — then you decide.
Free file review — we look
You give a Certified ProAdvisor access to the file (or send a backup), and we open it and work through the checks above — reconciliation, chart of accounts, categorization, balance-sheet integrity, undeposited funds, payroll and sales-tax setup. This costs nothing and carries no obligation; it’s the diagnosis, not the work.
A written, honest read of the file’s condition
You get a plain-language write-up of what shape the file is in — what’s sound, what’s broken, and how far behind it is. It’s an honest assessment, not a sales pitch. If the books are fine, the read says the books are fine and you’re done.
If work is needed, a written fixed-fee scope
When the file does need cleanup, we hand you a written, fixed-fee scope at a tier — focused, standard, or complex — based on what the review actually found. The price is set before any work starts, so there are no surprises and no hourly meter.
You decide — no pressure
The decision is yours. You can move ahead with the scoped cleanup, take the written read to another firm or your CPA, or do nothing at all. We don’t pressure, and we won’t invent work that isn’t there — the point of an honest second opinion is that you can trust the answer.
Want an honest second opinion on your file?
A Certified ProAdvisor reviews the file free and gives you a written read of its condition — and we’ll tell you if you don’t need a cleanup. If you do, you get a fixed-fee scope and a tier; cleanups run $1,500–$15,000+ depending on how far behind. Independent firm.
When to ask for a file review.
You’re taking over a file
You’ve inherited a QuickBooks file you didn’t set up — from a previous bookkeeper, a departing partner, or a business you bought — and you have no idea whether what’s in it is right. A second opinion tells you what you’re actually inheriting before you build on top of it.
Before tax season, or your CPA flagged it
You want to walk into tax season with clean books, or your CPA has already said the numbers don’t tie. A review confirms whether the file is CPA-ready and pinpoints what needs fixing first — we get the file ready; we don’t file the taxes.
The numbers just look off
Reports don’t match what you know about the business, the balance sheet looks strange, or you simply don’t trust the figures anymore. A neutral, independent set of eyes tells you honestly whether something’s wrong — and whether it’s worth fixing.
A Certified ProAdvisor reviews the file — and tells you the truth about it.
The value of a second opinion is that it’s honest and it’s independent. A Certified QuickBooks ProAdvisor with active Online and Desktop certifications opens your file, works through reconciliation, the chart of accounts, categorization, and balance-sheet integrity, and gives you a written read of what shape it’s in — not a sales pitch. If the books are fine, we say the books are fine. If a cleanup is warranted, you get a written fixed-fee scope and a tier before any work begins, and you decide. We get the file CPA-ready; we don’t file taxes. Independent firm — not Intuit, and not Intuit’s software support; an Intuit account, login, or billing matter stays with Intuit.
Free
the file review itself — no obligation, no pressure
Honest
we’ll tell you if your books are fine and you don’t need us
Independent
Certified ProAdvisor firm — not Intuit, not Intuit’s software support
What people ask about a file review.
Is this Intuit’s official QuickBooks support?
What does a QuickBooks file review actually check?
Is the file review really free, with no obligation?
Will you just tell me I need an expensive cleanup?
How is this different from your QuickBooks file-review page?
When should I ask for a second opinion on my QuickBooks file?
If I need a cleanup, what does it cost?
Do you file my taxes after the review?
Want to know what shape your books are really in?
Start with a free, honest file review.
A Certified ProAdvisor reviews the file and gives you a written read of its condition — no obligation, and we’ll tell you if you don’t need us. If a cleanup is warranted, you get a fixed-fee scope and a tier up front: focused, standard, or complex, with cleanups running $1,500–$15,000+ depending on how far behind the books are. Independent ProAdvisor firm, written scope before any work begins.