Doing Your Own Books?
You May Be Making Mistakes You Can't See.
Our monthly QuickBooks file review and bookkeeping oversight service is designed for business owners who manage their own books but want a certified professional checking their work every month.
Most business owners don't know their books are wrong until tax time — or worse, until they need a loan and the bank says their financials don't add up. Reconciliations look complete but aren't. Transactions are categorized to the wrong accounts. The balance sheet tells a story that isn't true. You don't need someone to take over your books. You need someone to make sure you're doing them right.
How Guided Business Solutions Works
1. We Review — Every month, we log into your QBO file and review your reconciliations, categorizations, chart of accounts, and balance sheet.
2. We Record — You receive a private video walkthrough explaining exactly what we found — what's right, what's wrong, and how to fix it.
3. We Guide — Personalized workflow graphics, process suggestions, and ongoing support through your secure client portal.
Every Plan Includes
Plans start at $200/month based on the number of accounts in your QBO file.
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Secure Client Portal access
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Monthly review of financial records
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Reconciliation verification for all Balance Sheet accounts
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Transaction categorization check
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Chart of accounts structure monitoring
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Process improvement suggestions
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Monthly video walkthrough of findings and solutions
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Personalized workflow graphics as needed
Is This Right for You?
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You do your own bookkeeping and want to make sure you're doing it correctly
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You've cleaned up your books but want professional oversight going forward
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You're not ready for full-service bookkeeping but know you need expert eyes on your file
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You want peace of mind that your financials are accurate before tax time
If your books need more than oversight — years behind, major errors, or a full reconciliation — learn about our QuickBooks cleanup services.
Ready for a Professional Set of Eyes on Your Books?
Book a free Discovery Call and we'll walk through how Guided Business Solutions can keep your QuickBooks file accurate and stress-free.
Guided Business Solutions is an advisory-only service. We review, report, and recommend — but we don't make changes to your QuickBooks file or perform bookkeeping services. No contract, no obligation — cancel anytime.
Q: How much does monthly bookkeeping oversight cost?
A: Plans start at $200/month based on the number of accounts in your QuickBooks Online file. No contract — cancel anytime.
Q: What's included in a QuickBooks file review?
A: Each month we review your reconciliations, transaction categorizations, chart of accounts, and balance sheet. You receive a private video walkthrough explaining what we found and how to fix any issues.
Q: Do I need full-service bookkeeping or just oversight?
A: If you're comfortable doing your own bookkeeping but want a professional making sure it's accurate, oversight is the right fit. If you're behind on your books or need someone to handle everything, our full-service bookkeeping or cleanup services may be a better option.
Q: How often will you review my QuickBooks file?
A: We review your file monthly. You'll receive your video walkthrough and any workflow recommendations through your secure client portal.
Q: Can I cancel my bookkeeping oversight subscription?
A: Yes. There's no contract and no obligation. You can pause or cancel anytime.