Limited Offer

QuickBooks Health Check$97 Flat

Find out exactly where your books stand — before tax season, a loan application, or a growth decision. One flat fee. No surprises.

Claim Your $97 Health Check

Spots are limited each month. Response within 24 hours.

What You Get

A Complete Audit of Your Books — in Plain English

Most business owners have no idea if their QuickBooks setup is actually accurate. Miscategorized expenses, missing reconciliations, and duplicate entries silently inflate your tax bill and distort your financial picture.

The QuickBooks Health Check gives you a clear, honest assessment of where your books stand — with specific action steps to fix any issues we find.

Transaction Categorization Review

We check that income and expenses are coded correctly so your P&L actually reflects reality.

Bank & Credit Card Reconciliation Check

We confirm your accounts are properly reconciled and catch any unexplained discrepancies.

Chart of Accounts Audit

We review your chart of accounts structure to ensure it supports clean financial reporting.

Tax Readiness Score

You receive a plain-language summary of your books' condition and a prioritized list of fixes.

Who This Is For

This is the right first step if you are a business owner who...

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Has not reviewed your books in 3 or more months

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Is unsure if your books are accurate or tax-ready

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Wants a second opinion before filing or refinancing

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Just switched bookkeepers or started using QuickBooks

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Has a growing business and needs clean financials to scale

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Wants to understand exactly where your money is going

The Investment

$97

One-Time Flat Fee — No Hidden Costs

And if you move forward with ongoing bookkeeping or tax strategy services with H&J Financial Solutions, your $97 is credited toward your first month.

Claim Your $97 Health Check

Or call/text Margot directly: 678-661-5700

Ready for a full financial strategy? Learn about the 90-Day Business Financial Reset →

Not Ready for Ongoing Bookkeeping Yet?

Your QuickBooks may be automated, but that does not mean it is accurate. Start by finding out whether your QuickBooks numbers can actually be trusted.

For $97, our QuickBooks Health Check identifies common red flags in your books, gives you a clear Health Score, and shows you what needs attention next.

Your review is completed and led by a Certified QuickBooks ProAdvisor, Certified Bookkeeper, and Client Advisory certified strategist.

You will receive a QuickBooks Health Scorecard and a Health Scorecard Review Call so you can understand what may be affecting your reports, cash flow, tax readiness, and business decisions.

Questions first? Call or text Margot directly: 678-661-5700