Free QBO Health Check | Compass Consulting Firm
Free · No Obligation

Your QBO Health Check.

Written findings, a health score, and prioritized recommendations. Delivered in 5 business days. Yours to keep regardless of what you decide next.

✓Written report in 5 days
✓No changes to your file
✓No obligation
What This Covers

Five areas. One written report.

Most QBO files are set up to satisfy a tax preparer, not help a founder make decisions. This review finds where that's costing you clarity.

1
Chart of Accounts Structure Is your COA built for decisions or compliance? The difference determines whether your P&L is actually readable.
2
Income Classification Is revenue recorded correctly and in the right period? Misclassified income creates false confidence in your top line.
3
Expense Categorization Are expenses hitting the right accounts? Misrouted expenses distort margin and create tax exposure.
4
Cash vs. Accrual Settings Does your QBO setup match your intended accounting method? A mismatch here is one of the most common structural errors.
5
Balance Sheet Integrity Does your balance sheet reflect your actual financial position? Missing receivables or payables create an incomplete picture.

What comes next: Most founders who see their Health Check score want to understand the full picture. The Compass Scan is the next step — two 60-min sessions, a written findings report, $3,500 which applies toward month one if you move forward.

Free QBO Health Check

Request Your Free Health Check

We'll confirm within one business day and request read-only QBO access to get started.

In touch within one business day. No obligation, no pitch.

Already know what you need?

Skip straight to the Compass Scan.

Two 60-minute sessions. Written report. $3,500, applying toward month one if you move forward.

Book a Compass Scan — $3,500