QuickBooks Checkup for Coaches & Consultants
A calm, professional check-in to help you understand what’s working in your QuickBooks setup — and what may need attention — without judgment, pressure, or cleanup.
You don’t need perfect books — you need clarity.
Many coaches and consultants set up QuickBooks themselves, with the best intentions. Over time, things can start to feel a little… off.
Reports don’t quite make sense
Balances don’t match expectations
You’re not sure what’s “normal” vs. a real issue
You avoid looking because it feels confusing or heavy
The QuickBooks Checkup gives you a supportive, expert second set of eyes — so you can stop guessing and feel steady about where you stand.
The QuickBooks Checkup is a great fit if you:
Are a coach or consultant using QuickBooks Online
Set up QuickBooks yourself (or inherited a setup you don’t fully trust)
Want reassurance before making changes
Prefer a calm, collaborative approach to finances
Are building a business that supports your life — not the other way around
You do not need to be “caught up” or “doing everything right” to benefit.
Who This is For
What the QuickBooks Checkup is (and isn’t)
This is a clarity-focused review — not a cleanup or takeover.
A professional review of your existing QuickBooks Online setup
Personalized insights tailored to coaching & consulting businesses
Clear explanation of what’s working well
Gentle identification of areas that may need attention
No changes made to your books
No judgment or pressure
No obligation to move forward
You’ll walk away with a clearer understanding of your numbers and what your next best step might be — even if that step is simply “nothing right now.”
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Is it organized in a way that actually reflects your business?
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Are feeds reliable and reducing manual work?
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Catching a common source of confusing balances.
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Ensuring income is recorded clearly and consistently.
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Helping your spending tell an accurate story.
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Confirming your books match real-world activity.
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Are your Profit & Loss and Balance Sheet usable and trustworthy?
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Noting any small adjustments that could support your next stage.
What You’ll Receive
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What's Working
A clear summary of what’s working well.
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Advisory Recommendations
Notes on anything that may need attention (now or later) and context so you understand why something matters.
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Optional Next Steps
Optional next-step suggestions — with no obligation.
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Yes. The QuickBooks Checkup is a complimentary review designed to help you gain clarity and confidence.
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No. This is a review only. Any cleanup or ongoing support would be a separate, optional engagement.
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Absolutely. Many clients come to this checkup feeling unsure or avoidant. The goal is clarity, not perfection.
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This checkup is for QuickBooks Online only. We focus exclusively on QBO to ensure depth, quality, and consistency.m description
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Once you submit your information, you’ll receive your personalized summary generally within 3-5 business days.