Get set up right. Keep it right.
Buy your QuickBooks Setup & Onboarding Review online now. Then, once approved, enroll in the SimplifiBooks Confidence Check — a monthly double-check of your books.
- Fast, secure Stripe checkout for setup
- No long contracts — cancel monthly checks with 10-day notice
- Approval required before monthly checks (we don't take on messy books blindly)
QuickBooks Setup & Onboarding Review
We configure key settings, review the chart of accounts, connect bank feeds, and deliver a clean onboarding review so you start from solid ground.
- Chart of Accounts review & clean-up recommendations
- Bank feed connections & settings validation
- Opening balances & basic workflows
- 1:1 handoff call with action items
Secure checkout via Stripe. One-time payments.
SimplifiBooks Confidence Check
Our monthly, 30-point double-check of your books with a clear, 2-page feedback report. $84/month, billed automatically. Must cancel at least 10 days prior to your next billing date.
- 30-point review covering bank recs, categorizations, aging, and more
- 2-page feedback report with fixes & priorities
- Turnaround aimed for within 5 business days
Approval required. We don’t accept subscriptions until your books are in workable shape.
Apply for the SimplifiBooks Confidence Check
Tell us a bit about your current QuickBooks setup. If approved, we’ll send an invite to activate your $84/month Confidence Check subscription.
Prefer to talk first? Book a 30-minute call.