QUICKBOOKS FILE HEALTH CHECK
Your books say one thing. Your gut says another.
If you’ve ever wondered whether your QuickBooks numbers are actually telling you the truth — this is where you find out. In 2–3 business days, you’ll have a clear picture of exactly what’s off, what it means, and what to do next.
One-time. No call required. Delivered within 2–3 business days.
WHO THIS IS FOR
You’re running a real business. Your books shouldn’t slow you down.
This is for the service-based business owner — the wellness provider, consultant, coach, or practice owner — who has outgrown doing their own books but hasn’t fully handed them off yet. You know something might be off. You just don’t know what.
You’re making decisions based on gut instinct because you don’t fully trust your numbers
Your profit and loss looks fine, but your bank account tells a different story
You’ve categorized things your best guess — and now you’re not sure if anything is right
Tax season is coming and you’re quietly dreading what your accountant will find
You don’t need a full-time bookkeeper right now. You need clarity.
That’s exactly what this is.
What's Included
A complete review of your QuickBooks file — by a real person.
I go through your file the same way I would if you were a long-term client.
Here’s exactly what I’m looking at:
Chart Of Accounts
Is your account structure clean and usable, or is it a catch-all mess?
Reconciliation Status
Are your accounts reconciled? Are there unexplained discrepancies?
Uncategorized Transactions
Missing or miscategorized items that distort your reports
Vendors And Customers
Duplicate records and data that creates clutter and confusion
Report Accuracy Check
Does your P&L actually reflect your business reality?
Findings + Next Steps
Prioritized list of what to fix, and what it means for your business
What You Receive Back:
⬜ Written PDF report ⬜ Personal Loom video walkthrough
How It WOrks
Four steps. No calls required.
The whole process is designed to be easy on your end — and completely clear at every step.
1. Purchase the health check
One-time payment of $69. You’ll receive a confirmation and your next steps immediately.
2. Invite me as your accountant user in QuickBooks
Your confirmation email includes step-by-step instructions with screenshots — it takes about 5 minutes and gives me read-only style access. No passwords, no risk.
3. I do the work — within 2–3 business days
Once I have access I review your entire file. You don’t have to do anything else.
4. You receive your report and video
A written PDF summary of my findings plus a personal Loom video walking you through everything — so you actually understand what it means.
WHO’S BEHIND THIS
A bookkeeper who believes you deserve to understand your own numbers
Monica Koles
Founder, ICIW Consulting
I started ICIW Consulting because I kept seeing the same thing: smart, capable business owners flying blind because their books were a mess — not from carelessness, but because no one had ever made it approachable. My work isn’t just about clean numbers. It’s about giving you the clarity, confidence, and calm to run your business like the CEO you already are. This health check is the first step in that direction.
Commonly Asked Questions
Is it safe to add you as an accountant user?
Yes. QuickBooks’ accountant access is designed specifically for this. I can view and review your data, but I will not move money, change passwords, or alter your settings. You can remove my access at any time — in seconds.
Do I need to be on a call with you for this?
No calls required. The entire process happens asynchronously. You’ll receive a written report and a Loom video — so you can review everything at your own pace, more than once if you want.
What if I have questions after I get the report?
Reply to your report email and I’ll get back to you. If it turns out you need more hands-on help, we can talk about what that looks like.
What version of QuickBooks do I need?
This health check is for QuickBooks Online users only. If you’re on QuickBooks Desktop, reach out and we can talk through your options.
What if my books are really bad?
That’s exactly why this exists. There’s no judgment here — only a clear picture of where things stand and what matters most to fix. That’s information you need, not something to be embarrassed about.
Stop guessing. Start knowing.
You’ve worked too hard to make decisions in the dark. For $69 and 5 minutes of your time, you’ll know exactly where your books stand — and what to do about it.
Delivered within 2–3 business days • One-time payment • No call required