Know exactly what's wrong before you pay for bookkeeping
A detailed review of your QuickBooks Online file, so you get an accurate quote, a clear plan and no surprises.
Why we review before we quote
Missing transactions, miscoded entries and disconnected bank feeds can't be priced until someone actually looks at the file. Quoting first and discovering problems later is how surprise invoices happen. We look first, then quote once.
Get startedWhat we check
Transaction accuracy
Incorrect, duplicate and miscategorized entries.
Account balances
Whether the books match bank, card and loan statements.
QuickBooks settings
Chart of accounts, connected apps and bank feeds.
Workflow and automation
Rules and features that could save you time.
Scope of work
What cleanup or ongoing support you actually need.
What you can expect
- Your data stays confidential
- We make no changes to your file during the review
- An honest assessment, not a sales pitch
- A written report of findings and next steps
- A video walkthrough and custom quote within 10 business days
How the review works
- Step 1
Book a discovery call
A free call to confirm we're a good fit.
- Step 2
Give us access
Invite us to your QuickBooks Online file as an accountant user.
- Step 3
Confirm the review
We confirm scope and timing by secure invoice link.
- Step 4
Get your findings
A video walkthrough and custom quote within 10 business days.
Why work with us
Tallyworks is a founder-led firm. Your books get the full attention of a certified professional, every month.
Meet the founderWork directly with the founder
Asad Abbas handles your books personally, from the first call to every monthly close. No hand-offs, no call centers.
Certified and credentialed
Certified Bookkeeper, Certified Accounting Technician and QuickBooks ProAdvisor, with a degree in accounting and finance.
U.S.-based, never offshore
Your books are kept by a U.S.-based professional in Naperville, Illinois, and never outsourced overseas.
Calls that fit your schedule
Evening and weekend consultations, so talking about your books doesn't cost you a workday.
How it works
From the first call to every monthly close, you’ll know what happens next and what it costs.
- Step 1Free · 30 minutes
Discovery call
A video call to learn about your business and what you need.
- Step 2Within 10 business days
Diagnostic Review
A detailed look at your books, credited toward your package.
- Step 3In writing
Fixed proposal
A custom scope and price based on what we found and your goals.
- Step 4Every month
Monthly close
Books closed by the 15th, with a short summary of your numbers.
Yes. When you sign up for a monthly plan or a cleanup, what you paid for the review is credited toward it.
More services
Catch-Up & Cleanup Bookkeeping
Months behind or books you no longer trust? We rebuild them so every balance ties out.
- Catch-up of every missing month
- Error detection and correction
- Account reconciliations
- QuickBooks file cleanup
- Organized, current financials
Monthly Bookkeeping
Your books kept current every month in the U.S., with reports you can act on.
- Bank and credit card reconciliations
- Loan and asset tracking
- Monthly reports and statements
- Receivables and payables
- Ongoing support
Accounting & Advisory
Monthly statements reviewed with you, in plain English, so you know what your numbers mean and what to do next.
- Monthly review of your financials
- Profitability analysis
- Trend spotting
- Debt and cash planning
- Ongoing business guidance
Talk to a bookkeeper
A free, confidential discovery call. You’ll leave knowing your options and what each would cost.
Book a free call