QuickBooks Review for Small Business Owners: The $597 Financial Review & Assessment

What you leave with after 60 minutes

Owners who book a review tend to share one worry: the bank feed keeps filling up, reports may or may not arrive, and nobody has confirmed that the numbers can be relied on. The review replaces that worry with a short list.

• A clear read on the file. What is in good shape and can be left alone.
• The problems, named. What needs attention, in plain words instead of accounting shorthand.
• A prioritized action plan. What to fix first, what can wait, and where your processes and reporting can be strengthened.
• Your next step. A clear idea of where to go from here, with or without LUCI.

The price is $597, one time. The plan belongs to you. Hand it to your current bookkeeper, work through it yourself, or ask us to do the work.

What a QuickBooks review covers

This is a look inside your actual QuickBooks file, so the findings are about your books and not about businesses in general. We organize the hour around three questions: what is working, what needs attention, and where there is room to improve your financial processes and reporting.

These are the trouble spots owners most often bring to us, and the kind of thing a review brings to the surface:

• A QuickBooks bank balance that does not agree with the bank statement.
• Large amounts sitting in uncategorized accounts.
• Profit that jumps from month to month for no business reason.
• Invoices that still show as open after the customer paid.
• A chart of accounts that has grown until the reports are hard to read.

Our QuickBooks bookkeeping page explains what usually sits behind each of these. To get more out of the conversation, read our guide to understanding your financial statements before the session.

Free assessment or paid financial review for a small business?

We offer two ways to check where you stand, and they answer different questions.

The free 7-question assessment is a self-assessment: it reflects what you tell it. The paid review checks the records themselves. A sensible order is the free one first, then the review if the results raise questions you cannot answer.

Who books a bookkeeping review in Dallas

We are based in Dallas-Fort Worth and work virtually, through secure cloud access and video or phone meetings, so the review works the same for an owner in Dallas or in another state. It fits when:

• You do your own books, or a staff member does, and nobody with accounting experience has checked them.
• You have a bookkeeper and still cannot tell whether the numbers are right.
• You are thinking about hiring help and want a low-commitment first step before signing up for monthly service.
• You are comparing firms and want to see how one works before you decide. Our guide on how to choose a Dallas bookkeeper lists what to look for.

If you already know the books are months behind, you may not need a diagnosis. A consultation about bookkeeping cleanup and catch-up is the more direct route.

What happens after the review

Nothing is automatic. The review ends with the plan, and you choose one of three paths.

• A cleanup project. If the file needs significant correction, we quote that work as its own fixed-fee project after a consultation, before any of it begins.
• Monthly service. If you want the books kept right from here on, monthly bookkeeping comes in three levels: Core, Growth and Scale. Monthly fees start at $500 and are set in a fixed-fee proposal after a discovery call. How LUCI prices bookkeeping explains the rest.
• Nothing further. You keep the plan and act on it your own way. There is no obligation to continue.

To book, pick a time on the scheduling page. Questions first? Call 214-233-5454 or email [email protected].