AI & DIY BOOKKEEPING REVIEW

You handled the books. Can you trust the numbers?

You used AI, QuickBooks automation, bank rules, or your own research to keep things moving. Now you want an independent review of what is actually in your QuickBooks Online file. Arthur checks the books, explains what needs attention, and gives you a clear scope and price for correcting any issues we find.

See what the review includes

No sales call required. Cleanup is quoted separately after the review.

How the review works
  1. Your QuickBooks fileYou grant accountant access so we can look inside.
  2. Professional reviewWe review the books and document what needs attention.
  3. Written findings and cleanup quoteYou receive findings, a roadmap, and a clear price.

A professional review of your actual QuickBooks Online file.

The tools helped you get it done. A review helps you check the result.

Automation can reduce repetitive work. But accepted transactions and a finished-looking report do not, by themselves, establish that the books are accurate. If you are unsure how entries were recorded or what your reports are telling you, a professional review gives you a clearer starting point.

Situations that may warrant a review:

  • You accepted suggested categories or bank rules without checking every result.
  • You followed AI-generated instructions for an entry but are unsure whether they fit your situation.
  • Your bank feed is up to date, but your accounts have not been reconciled.
  • Loan payments, transfers, owner transactions, or equipment purchases are difficult to explain in the reports.
  • Your profit looks surprising, or your balance sheet includes amounts you do not recognize.
  • You want someone to check the books before tax preparation or an important business decision.

You do not need to know what is wrong before asking us to look.

We review the books, not just the tool you used.

Bank and credit card reconciliations

Review recorded balances and reconciliations against the available statements.

Transaction categorization

Review categories, uncategorized activity, and patterns that may need correction.

Duplicates and transfers

Look for duplicated activity and transfers recorded in ways that distort the reports.

Loans, assets, and liabilities

Review balances and entries that may not reflect the underlying transactions.

Owner and payroll transactions

Review how owner activity and payroll-related amounts appear in the books.

Financial report consistency

Look for inconsistencies across the profit and loss, balance sheet, and supporting accounts.

These are review areas, not a claim that your file contains every issue. Findings depend on your records and the supporting information available. This is a review, not an audit, assurance opinion, tax filing, or software-security investigation.

Start with the $495 QuickBooks Health Check.

Before you commit to cleanup, find out where the books stand and what any correction work would involve.

The $495 covers the Health Check.

Correction and catch-up work are quoted separately after diagnosis.

No sales call required. Purchasing the Health Check does not commit you to cleanup.

Your $495 Health Check includes

  • A diagnostic review of your actual QuickBooks Online file.
  • Written findings in plain English.
  • A prioritized cleanup roadmap.
  • A clear cleanup scope and price.
  • Your full $495 Health Check fee credited toward cleanup if Arthur performs the work.
  • Written findings you keep even if you do not continue with Arthur.
View a sample Health Check report

A clear next step, without a sales call.

  1. Step 1

    Start your Health Check

    Purchase the $495 review and watch for the email containing QuickBooks access instructions and any requested-document instructions.

  2. Step 2

    Get written findings

    Arthur reviews the available records and explains what needs attention, why it matters, and the recommended order of correction.

  3. Step 3

    Decide whether to proceed

    Review the cleanup scope and price before approving additional work. You keep your findings either way.

Timing is confirmed after we receive accountant access and any requested documents. No delivery deadline is promised here.

Correct what needs attention. Improve what happens next.

If the review identifies problems, Arthur can propose correction work based on what is actually in the file. If you want help going forward, we can also discuss a more reliable bookkeeping process and ongoing accounting, tax, payroll, or advisory support.

You can choose help with cleanup, ongoing support, or simply keep the findings. There is no required ongoing subscription. These are optional next steps, not part of the $495 review.

Frequently Asked Questions

No. This review is also suitable for books maintained using bank rules, automated suggestions, online research, or manual DIY bookkeeping.

Know where your books stand before deciding what to do next.

Start with an independent QuickBooks review, written findings, and clear pricing for any recommended cleanup.

No sales call required.