$200 Books Review: What’s Wrong With Your QuickBooks?
Your bank balance and QuickBooks balance don’t match. Your reports look wrong, or you simply don’t trust what they’re telling you.
Perlinger Consulting’s $200 Books Review is a focused QuickBooks analysis that helps you find out what needs attention before you spend more time or money fixing it.
Glenn and his team spend up to two hours reviewing your QuickBooks Online file. You receive a written report explaining what they found, why it matters, and what should happen next.
Why Your QuickBooks Numbers Can Feel Wrong
QuickBooks can keep working even when the bookkeeping isn’t right. The bank connection works. Reports open. Nothing flashes red.
But the numbers still don’t make sense. Here are some common reasons why.
The Bank and QuickBooks Disagree
Your bank shows one balance and QuickBooks shows another. Something may have been missed, counted twice, or entered incorrectly.
You Bought It Once, but QuickBooks Counted It Twice
A purchase entered manually may also arrive through the bank connection. Now your expenses look higher than they really are.
Money Was Put in the Wrong Place
A payment or expense may be recorded but placed in a category that doesn’t fit. That makes it harder to see what you earned, what you spent, and where the money went.
QuickBooks Wasn’t Set Up for Your Business
Maybe someone set it up years ago. Maybe choices were made without understanding how the business works. Either way, the reports may not give you the information you need.
A Customer Payment Got Stuck Halfway
QuickBooks may show that a customer paid, but the payment was never properly connected to the bank deposit. The money arrived, but QuickBooks didn’t finish the story.
Personal and Business Purchases Are Mixed Together
When everything goes through the same bank account or credit card, it becomes difficult to see what the business truly costs to run.
An Old Mistake Never Went Away
A wrong number entered when QuickBooks was first set up can keep appearing month after month. Time doesn’t correct it.
Any one of these problems can change what QuickBooks says about your cash, expenses, or profit.
What Does the Review Include?
Glenn and his team follow the numbers to look for the reason your books don’t make sense.
The review includes:
- Up to two hours reviewing your QuickBooks Online file
- A written report explaining what was found
- A clear order for what should be handled first
- Options for correcting the problems
Once you have the report, you can make the corrections yourself, schedule customized QuickBooks training, ask our team to complete the cleanup, or talk with us about ongoing monthly bookkeeping.
You aren’t required to purchase anything else. If your file needs more than the two hours included in the review, we’ll talk with you before doing any additional work.
Is the Review Right for You?
It may be a good starting point if:
- The bank and QuickBooks balances don’t match
- You haven’t completed your bank and credit card reconciliations
- Your Profit and Loss statement doesn’t look right
- You inherited the file from a previous bookkeeper or employee
- Your CPA is asking questions you can’t answer
- You need reliable reports for a loan or business decision
- You don’t feel confident that the numbers are correct
If your accounts are current and you trust your reports, you may not need a review. If you’re guessing every time you open QuickBooks, it can help you understand where to begin.
Why Perlinger Consulting?
Glenn Perlinger and his team have helped small business owners with bookkeeping, accurate accounting, and QuickBooks since 2001.
Glenn is a QuickBooks ProAdvisor, and our team works with QuickBooks Online files in many different conditions. We explain what we find in plain language and give you honest options without pressuring you to purchase more work.
We serve small business owners in Littleton, Centennial, the Denver Metro area, and nationwide online. Customized QuickBooks training is also available online or by appointment in Lakewood, DTC, and Cherry Creek.
Common Questions
Will You Judge Me if My Books Are a Mess?
No. We’re here to find the problem and help you understand your options. There’s no judgment and no lecture.
Do I Have to Hire Perlinger Consulting to Fix Everything?
No. The written report is yours. You can make the corrections yourself, schedule QuickBooks training, hire us for cleanup, or work with someone else.
What if My QuickBooks File Is Fine?
That’s useful information too. Your report will explain what was reviewed and whether anything needs attention.
What if I’m Years Behind?
The review can help identify where the problems begin and what should be handled first. Catch-up bookkeeping or cleanup is priced separately and only begins with your approval.
Do You Work With Businesses Outside Colorado?
Yes. The review can be completed remotely for small business owners nationwide.
Ready to Find Out What’s Going On?
You don’t need to know exactly what’s wrong before asking for help. Finding the problem is the point.
Call Glenn at (720) 290-4389 or schedule a free 14-minute consultation.
About Perlinger Consulting, Inc.
This article is for general educational purposes and isn’t legal, tax, or financial advice. Every business and QuickBooks Online file is different. The $200 Books Review includes up to two hours and a written findings report. It isn’t an audit and doesn’t guarantee every issue will be identified. Additional work only begins with your approval.
Perlinger Consulting, Inc. doesn’t prepare income tax returns and isn’t affiliated with or endorsed by Intuit Inc. QuickBooks is a registered trademark of Intuit Inc.
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