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QBSpecialist

Free QuickBooks review

A specialist reads your file. Free.

Tell us a little about your books and a specialist reviews your QuickBooks file, view-only, then sends back a plain-language health check — what's wrong, what it takes to fix, and a fixed-scope quote. No obligation either way.

Last reviewed July 2026 by Abid, Certified QuickBooks ProAdvisor

  • View-only — we change nothing
  • One firm — never a rotating pool
  • Findings in writing, yours either way

Start your free review

Five quick fields. Rough answers are fine — the review is where precision happens. And if you decide to go ahead afterwards, the engagement runs on our plain-English terms of service, readable before any work begins.

The health check arrives here, in writing.

US numbers only.

Would you rather talk it through first? Book a call — same specialist, no form.

What we look at

The review is a read of the file itself, not a questionnaire. A specialist opens your QuickBooks view-only and checks the things that decide whether the numbers can be trusted:

  • Whether every bank, card and loan account actually reconciles to its statement, or only appears to.
  • Whether Opening Balance Equity still carries a balance it should never have.
  • Whether Undeposited Funds has grown into deposits that never cleared.
  • How transactions are categorized, and whether the chart of accounts is readable or has sprawled.
  • Whether any prior period would move if the obvious corrections were made.
  • How far behind the file is, and whether the gap is a cleanup, a catch-up, or both.

What you leave with

A plain-language health check in writing, and it is yours whether or not you hire us: what is wrong, what it would take to fix, which service that actually is, and a fixed-scope quote. If the honest answer is that your file is fine, or that the fix is an afternoon's work you can do yourself, that is what the health check says.

What this is not

It is not a sales call, and it is not tax advice. Nothing in your file changes: the review is view-only, and we do not ask for your bank logins at any point. There is no obligation to hire us afterwards, and no follow-up sequence if you don't.

What happens next

Four steps, nothing changed without you

  1. Send the form

    Today

    Five quick fields — rough answers are fine.

  2. We reply in writing

    Within 1 business day

    A specialist arranges secure view-only access with you.

  3. The view-only review

    Scheduled with you

    We read the file and statements. Nothing in your books is changed.

  4. Your health check

    In writing

    What's wrong, what it takes to fix, and a fixed-scope quote — yours either way.

How we document the work

Who’s responsible for your file

Your file is handled by Abid, Certified QuickBooks ProAdvisor — the same person through the review, the corrections and the hand-back.

About Abid

View-only until you approve a scope

We look; we change nothing. Access is revocable by you at any time.

Response commitment

A written reply within one business day.

Questions about the free review

What do you need from me?

View-only access to QuickBooks — we help you set it up, and it takes a few minutes — plus recent bank and credit-card statements if you have them handy. That's enough for an honest read.

Will you change anything in my file?

No. The review is view-only. Nothing in your books changes unless you later approve a fixed scope of work.

Is it really free — what's the catch?

It's free because it's how we scope. You get the findings and the quote in writing either way; whether you hire us, do it yourself, or do nothing is up to you.

QuickBooks Online or Desktop?

Both. Online via view-only accountant access; Desktop via screen-share or a hosted copy of the file.