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Perlinger Consulting, Inc. > Uncategorized  > QuickBooks Analysis Service

QuickBooks Analysis Service

Your QuickBooks won’t balance, your reports look weird, and you’re pretty sure something’s wrong but can’t figure out what. Sound familiar? Get a professional QuickBooks Analysis for $200 and finally know what’s broken so you can fix it yourself or have us handle it.

Need to know:

  • ✓ Why your QuickBooks is probably lying to you
  • ✓ The most common problems we find in messy books
  • ✓ What a QuickBooks Analysis actually reveals
  • ✓ How $200 can save you thousands in mistakes

Reading time: 8 minutes | For: Any small business owner who’s frustrated


Your QuickBooks Looks Fine. Except It Definitely Isn’t.

Here’s a scenario we see weekly with small business owners throughout Littleton and the Denver Metro area.

A small business owner logs into QuickBooks, looks at their bank balance, and thinks “Cool, I have money.” Then tax season arrives, their CPA looks at the books and says, “These numbers can’t be right.”

Plot twist: Your CPA is correct. The QuickBooks file is a disaster.

The owner had no idea because QuickBooks will happily show you completely wrong data without throwing up any red flags. It doesn’t pop up and say “Hey, you’ve got 47 duplicate transactions” or “Your bank reconciliation has been wrong for eight months.”

It just… sits there. Looking innocent. Lying to you. Keep in mind, in it’s defence; QuickBooks is a powerful tool, however, it is only as good as the information it is given.

If you’re a Centennial contractor, Highlands Ranch service business owner, or anyone running a small business across the Denver Metro area, this might be your reality right now. You just don’t know it yet.

That’s exactly why we created our QuickBooks Analysis service.


What Is a QuickBooks Analysis? (And Why You Need One)

Think of it like taking your car to a mechanic for a diagnostic test. You know something’s off. You are hearing weird noises, dashboard lights are on, poor performance but you can’t pinpoint the problem.

A QuickBooks Analysis is the same thing for your books.

We do a deep dive into your QuickBooks file with the goal of identifying everything that’s wrong like:

  • Duplicate transactions
  • Unreconciled bank accounts
  • Incorrect categorization
  • Missing invoices or bills
  • Setup errors that throw off all your reports
  • Data corruption issues
  • Reconciliation problems going back months (or years)

You get a detailed report showing exactly what we find is broken. Then you decide: fix it yourself using our recommendations, or hire us at a fixed rate starting at $75/hour to clean it up.

No surprises. No guessing. Just clarity.

Cost: $200 for the complete analysis.

After 23+ years as a Certified QuickBooks ProAdvisor with direct Intuit contacts, I can tell you this: That $200 analysis prevents thousands in mistakes, missed deductions, and expensive emergency cleanup later.


The 7 Problems We Find in Almost Every QuickBooks File

Here’s what we discover when we analyze QuickBooks files for Littleton and Denver Metro small businesses:

Problem #1: Unreconciled Accounts (Sometimes for Years)

What this means: Your QuickBooks balance doesn’t match your actual bank balance and hasn’t for months.

Why it happens: Business owners skip reconciliation because it’s “too hard” or they don’t know how. This is not a catch up offer but rather let’s you know where you stand.

The damage: Your financial reports are fiction. You think you have $10K in the bank; you actually have $6K. Or worse, you think you’re profitable when you’re hemorrhaging cash.

Real talk: If you haven’t reconciled in over three months, your numbers are wrong. Period.

Problem #2: Duplicate Transactions Everywhere

What this means: The same expense or income is entered twice (or three times, or ten times).

Why it happens: Bank feeds import transactions automatically, but you also entered them manually. QuickBooks happily accepts both.

The damage: Your expenses look way higher than reality. Your profit looks way lower. Tax deductions get counted multiple times, which the IRS will notice.

Problem #3: Mystery “Uncategorized” Transactions

What this means: Hundreds of transactions sitting in “Uncategorized Income” or “Uncategorized Expense.”

Why it happens: You connected your bank feed, transactions flowed in, and you… never categorized them.

The damage: Your Profit & Loss report is useless. You can’t see what you’re spending money on. Tax time becomes a nightmare of guessing.

Problem #4: The Wrong Accounting Method

What this means: QuickBooks is set to “Accrual” but your tax return uses “Cash” (or vice versa).

Why it happens: Someone set up QuickBooks years ago and picked a method at random.

The damage: Your QuickBooks reports don’t match your tax returns. Your CPA has to manually adjust everything. You make business decisions based on the wrong numbers.

Fun fact: This is in Settings → Advanced, and most business owners have never looked at it.

Problem #5: Undeposited Funds That Never Get Deposited

What this means: Money is stuck in the “Undeposited Funds” account, sometimes for years.

Why it happens: You received payments but never created the bank deposit in QuickBooks.

The damage: Your income is understated. Your bank balance in QuickBooks is wrong. Reports don’t match reality.

Pro tip: If your Undeposited Funds balance is over $100, something’s wrong.

Problem #6: Personal and Business Expenses Mixed Together

What this means: Your morning Starbucks, your kid’s soccer fees, and your business expenses are all in the same account.

Why it happens: You’re using one credit card or bank account for everything.

The damage: You can’t tell what’s a legitimate business expense. Audit risk skyrockets. Your actual profitability is a mystery.

This one’s huge for sole proprietors and LLCs.

Problem #7: Opening Balance Errors

What this means: When your QuickBooks file was first set up, someone entered the wrong opening balance.

Why it happens: Honestly? Guessing. Or converting from another system incorrectly.

The damage: Every single report since day one is wrong. Your equity is off. Your balance sheet doesn’t balance. It’s like building a house on a cracked foundation.

The fix: Requires going back to the beginning and correcting it which many bookkeepers won’t do.


What You Actually Get in a $200 QuickBooks Analysis

When you order a QuickBooks Analysis from Perlinger Consulting, here’s the process:

Step 1: Send Us Your QuickBooks File

We’ll walk you through securely sharing your QuickBooks Online file.

Step 2: We Run the Deep Dive

Our team (led by Glenn, with 23+ years experience and direct Intuit contacts) analyzes your file.

Some of the things we may check depending on your unique QBO file:

  • ✓ All account reconciliations (or lack thereof)
  • ✓ Duplicate transaction detection
  • ✓ Categorization accuracy
  • ✓ Setup configuration (fiscal year, accounting method, etc.)
  • ✓ Undeposited funds and other “holding” accounts
  • ✓ Data integrity and corruption issues
  • ✓ Report accuracy (P&L, Balance Sheet, Cash Flow)

Step 3: You Get a Detailed Written Report

Within 3-5 business days, you receive a comprehensive report showing:

What’s wrong: Errors, duplicates, miscategorizations, and setup issues
Why it matters: How each problem affects your financial reports
How to fix it: You can fix these mistakes yourseld armed with the information of whare to look or…
Cost to fix: If you want us to handle cleanup, we quote exactly what it’ll cost based on the time spent on your file.

You now have clarity. No more guessing, no more wondering if your numbers are right.


After the Analysis: Your Two Options

Option 1: Fix It Yourself

Clean up your QuickBooks based on the detailed information you have received. Great option if you’re hands-on and have the time.

Best for: Small Business owners who like learning QuickBooks and have straightforward issues.

Option 2: Let Us Fix It

We handle the entire cleanup based on the analysis report. You get accurate, reconciled, tax-ready (to hand off to your very impressed CPA) books without lifting a finger.

Best for: Busy Littleton contractors, Centennial service businesses, and Denver Metro entrepreneurs who’d rather focus on their business.

Pricing for cleanup: Depends on how messy things are (which the analysis tells us). We quote before starting, no surprises.

Either way, you’re not locked in. The $200 analysis gives you the roadmap; you decide what to do with it.


Why $200 Is Actually a Steal

Let’s talk ROI.

What happens if you DON’T get an analysis:

You keep operating on bad data. You make business decisions based on wrong numbers. Tax season arrives, your CPA discovers the mess, and charges you emergency rates to sort it out (usually $1,500-$5,000+). Or worse, you file taxes based on incorrect books and the IRS comes calling later.

What $200 gets you:

  • Peace of mind that your numbers are (or aren’t) accurate
  • A clear roadmap to fix problems before they become expensive
  • Protection from costly tax mistakes
  • The ability to make smart business decisions based on real data
  • Prevention of that “Oh no, my books are a disaster” moment in March


Who Needs a QuickBooks Analysis?

You should get an analysis if:

🚩 Your QuickBooks won’t reconcile (or you haven’t reconciled in months)
🚩 Your bank balance in QuickBooks doesn’t match your actual bank balance
🚩 Your Profit & Loss report looks “off” but you can’t explain why
🚩 You inherited a QuickBooks file from a previous bookkeeper or employee
🚩 You’re getting ready for tax season and want to make sure everything’s right
🚩 You took over bookkeeping from someone else and aren’t sure what shape it’s in
🚩 Your CPA keeps asking questions you can’t answer about your books
🚩 You’re applying for a loan and need clean financials
🚩 You just have a nagging feeling something’s wrong

Bottom line: If you’re not 100% confident your QuickBooks is accurate, get the analysis. It’s much less expensive than finding out later it wasn’t.


Why Perlinger Consulting for Your QuickBooks Analysis?

Fair question. Here’s why Littleton and Denver Metro businesses trust us:

23+ years of experience: Glenn has seen juat about every QuickBooks disaster imaginable. There’s nothing in your file that’ll surprise him.

Certified QuickBooks ProAdvisor with direct Intuit contacts: When we find weird technical issues, we have direct lines to Intuit.

Flat $200 price: No hourly billing, no surprise fees. You know exactly what you’re paying upfront.

Local reputation: We’ve helped hundreds of Colorado small businesses get their books right. Check our reviews.


How to Get Your QuickBooks Analysis

Ready to find out what’s actually wrong with your books?

Step 1: Call us at (720) 290-4389 or visit perlingerconsulting.com

Step 2: Pay $200 for the analysis (credit card, check, or ACH)

Step 3: Grant us access to your QuickBooks file (we’ll walk you through it—takes 5 minutes)

Step 4: Receive your detailed analysis report in 3-5 business days

Step 5: Decide whether to fix it yourself or have us handle cleanup

That’s it. No commitment to ongoing services, no pressure. Just answers.


The Real Cost of Not Knowing

Here’s the truth most Centennial and Littleton business owners don’t want to hear:

If your QuickBooks has been running for more than six months without professional review, there are probably errors. Maybe small ones. Maybe catastrophic ones. But they’re there.

And those errors compound. A duplicate transaction in January becomes part of your year-end reports. An unreconciled account in March means your Q2 numbers are wrong. A miscategorization in July costs you deductions in April.

The longer you wait, the worse (and more expensive) it gets.

$200 now versus a possible $3,000 emergency cleanup later? That’s not even a choice.


Get Clear on Your Numbers

You didn’t start your business to be a bookkeeper. You started it to do work you’re passionate about; contracting, consulting, retail, services, whatever drives you.

But you can’t run a successful business on bad data. You need to know your numbers are right.

A QuickBooks Analysis gives you that certainty.

No more guessing. No more wondering. Just clarity.

Ready to find out what’s actually in your QuickBooks file?

📞 Call Glenn at (720) 290-4389
🌐 Visit perlingerconsulting.com
📍 Based in Littleton, serving Centennial, Denver Metro and beyond.

Stop operating in the dark. Get your $200 QuickBooks Analysis today.


Common Questions About QuickBooks Analysis

Q: Will you judge me if my books are a mess?
A: Absolutely not. After 23+ years, Glenn has seen books in pretty much every condition imaginable. There’s zero judgment, just solutions.

Q: How long does the analysis take?
A: You’ll receive your report within 3-5 business days of giving us access to your file.

Q: Do I have to hire you to fix the problems?
A: Nope. The analysis is standalone. You can use our recommendations to fix things yourself, hire us, or hire someone else. Your call.

Q: What if my QuickBooks is actually fine?
A: Then you get peace of mind for $200 and confirmation you’re doing things right. That’s valuable too.

Q: What if I’m years behind on bookkeeping?
A: The analysis will identify that and show you exactly how far behind you are and what it’ll take to catch up. Knowledge is power.

Q: Do you work with businesses outside Littleton?
A: Absolutely. We serve Centennial, Denver Metro, and nationwide online. Location doesn’t matter for analysis as we do it remotely.


About Perlinger Consulting:

Perlinger Consulting provides trusted QuickBooks analysis, cleanup, training, and monthly bookkeeping to small businesses across Littleton, Centennial, and the Denver Metro area. Led by Certified QuickBooks ProAdvisor Glenn Perlinger, we transform messy books into clear, accurate systems so you can make smart business decisions and stop stressing about your numbers.

With over 23 years of experience, direct Intuit contacts, and three Colorado training centers, we offer personalized solutions tailored to your business needs.

Call (720) 290-4389 or visit perlingerconsulting.com to get your $200 QuickBooks Analysis today.


This article is for general education and is not tax, legal, or financial advice. Every business is different, and QuickBooks setups vary based on your workflow, industry, and goals. If you would like help tailoring your QuickBooks Online setup, reports, or reconciliation process so your numbers are accurate and easy to trust, we are happy to help.

QuickBooks is a registered trademark of Intuit Inc. Any third-party links in this article are provided for convenience and educational purposes only. We are not affiliated with, endorsed by, or sponsored by those third parties.

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