Get Clarity on Your Financial Health with a Books Review
Worried your books might have hidden problems that could impact major business decisions?
Our QuickBooks review gives you clarity on your financial health and a detailed roadmap for improvement, so you know exactly where your books stand and what needs attention.
“[Jonathan] figured out my industry specific estimating/ invoicing software quickly with very little explanation, and he was already very familiar with Quickbooks Online. He’s a great guy to work with and does a thorough job.“
— Joe Gallop Sr., Appaloosa Painting Co.
★ ★ ★ ★ ★
“Ingenium has elevated my profitability by streamlining all my bookkeeping, allowing me to focus on sales and running my business. Additionally, their responsiveness gives me the confidence they’re prioritizing my accounts and providing real time data.”
— Gillian Greenfield, Greenfield Commercial
★ ★ ★ ★ ★
What Is a Books Review?
Our Books Review is a comprehensive diagnostic that gives you complete visibility into the health of your QuickBooks file, so you can make informed decisions about your financial management without any surprises.
You receive a professional written report with an overall health score and detailed analysis of 10 critical areas of your books, complete with specific recommendations for next steps.
Perfect for business owners who:
Want to know the true state of their books before making major decisions.
Are considering new bookkeeping services and want accurate quotes.
Have experienced rapid growth and suspect their books need attention.
Want peace of mind that their financial records are accurate and compliant.
Visibility Into Your Books Health
$500
The cost pays for itself by:
- Preventing expensive errors and penalties before they occur
- Enabling accurate quotes for any cleanup or ongoing services needed
- Identifying specific financial issues that impact your bottom line
- Providing a professional assessment you can use with any provider
- Giving you confidence in your financial data for major business decisions
Overall Health Score (0-100%)
Your books receive a comprehensive score with a clear rating system that tells you exactly where you stand.
Fantastic!
Good
Some Concerns
Significant Concerns
Detailed Analysis by Category
For each of the 10 critical areas, you’ll receive:
- Individual scores with color-coded ratings
- Good factors currently working in your favor
- Reducing factors that need attention
- Specific, actionable recommendations with clear next steps
Professional Written Report
A comprehensive summary of your QuickBooks setup, subscription status, fiscal year, and priority areas for improvement, so you have a clear roadmap moving forward.
Our review provides objective insights you can trust and use with any provider, so you get maximum value whether you work with us afterward or not.
We’re Your Friendly Neighborhood Bookkeeping Team
Alicia McClurg
Manager of Accounting Services
About
Alicia joins the Ingenium team with eight years of deep small-business experience ranging from account management to data analysis to workflow automation. She gets excited about people development and training, information structures and systems, and workflows that work the way you need them to.
Judah Kiley
Accounting Services Program Manager
About
Judah Kiley has been involved in finance and administration for non-profit organizations and small businesses for over 14 years. He is driven by a desire for personal and corporate excellence and integrity.
A skilled coach, he enjoys helping organizations determine their short-term, mid-term, and long-term goals and develop efficient and effective processes for achieving those goals.
Philip Klayman
Manager of Business Advisory Services
About
Philip has a passion to see small to medium sized businesses succeed and scale through data-driven decision making. As the founder of a coffee company, Philip oversaw 10 years of incredible growth from a farmer’s market booth to a multi-departmental enterprise. Through bookkeeping and consulting, he equips other entrepreneurs to grow their businesses. His ultimate passion is in helping and coaching others, whether businesses or individuals, towards their greatest potential.
Linda Mosholder
Senior Administrative Consultant & Bookkeeper
About
Linda enjoys helping business leaders succeed by tackling projects and streamlining day to day business activities with simple processes. Her years of experience in accounting and administration with large and small businesses have provided her with valuable insight into a variety of challenges businesses face.
“At the end of the day, my goal is simply to help business leaders get things done.”
Our team of bookkeepers partners with our clients to give them accounting support tailored to their unique needs and goals for growth. We’ve developed a comprehensive diagnostic process that systematically examines every critical area of your books, so you get the most thorough analysis possible.
Remote collaboration and remote delivery of excellent services are not an afterthought or an add-on for us. They are at the core of what we do. Many of our clients find that our Books Review gives them more insight into their financial position than they’ve ever had before.
How to Get Started
1. Schedule a Discovery Call
Have a free call with our bookkeeping team to discuss your needs and determine if a Books Review is right for your business.
2. Provide QuickBooks Access
We’ll guide you through giving us secure access to your QuickBooks file – that’s all we need to get started.
3. Get Your Results
Within 3-5 business days, receive your comprehensive report and schedule a call to review the findings together.
Get Started
Need Your Books Reviewed?
Schedule a discovery call with our bookkeeping team. No commitment, no risk.