Organization
We discuss how accounts, transactions, and categories are structured and where the file may feel harder to use than it should.
Complimentary QuickBooks Review
Stop wondering whether your books are actually right.
In a focused consultation, we’ll review your QuickBooks setup, talk through what feels confusing or overdue, and identify the clearest next step toward clean, dependable books.
No obligation
Brief screen-sharing session
No sensitive upload required beforehand
QuickBooks OnlineFocused workflow
ProAdvisor CertifiedProfessional platform knowledge
15+ YearsTax-industry experience
NationwideVirtual service
What We Look At
Your books should help you make decisions—not create more questions.
The review is designed to surface the bookkeeping issues that matter most, without overwhelming you with accounting jargon.
Reconciliation
We look for signs that bank and credit-card activity may not be fully matched to reliable ending balances.
Reporting
We discuss whether your profit and loss and balance sheet are giving you a useful, understandable picture of the business.
A Simple First Step
No complicated intake process.
Start with a conversation. We will learn what is causing concern, review the file together where appropriate, and explain the practical options.
Choose a time
Book a convenient consultation directly through the scheduling page.
Share what feels off
Tell us what is overdue, confusing, inconsistent, or simply taking too much of your time.
Review the clearest path forward
We will outline the most important next step and whether Plutus is a good fit to help.
Is This For You?
A good fit for owners who want clarity—not another project to manage.
- Your QuickBooks file has not been reviewed recently.
- You are unsure whether accounts are fully reconciled.
- Your reports do not feel reliable or easy to understand.
- Bookkeeping keeps falling to nights, weekends, or “later.”
- You want cleaner records for your independent CPA or tax preparer.
Clean books. Clear decisions.
Experienced Oversight
Bookkeeping shaped by years of seeing what clean records should support.
Plutus Bookkeeping is supervised by Matthew S., EA, a certified QuickBooks Online ProAdvisor with more than 15 years of tax-industry experience. That background helps Plutus recognize common bookkeeping issues and organize records for a smoother handoff to your independent tax professional.
Plutus is a bookkeeping-only firm. Tax return preparation and tax advice are not offered.
Direct, responsive virtual service
Clear scope and starting prices
Monthly, quarterly, and cleanup options
Records organized for outside tax professionals
Frequently Asked Questions
Know what to expect before you book.
Is the QuickBooks review really complimentary?
Yes. The initial consultation is complimentary and there is no obligation to purchase bookkeeping services.
Do I need to send financial documents in advance?
No. You do not need to upload sensitive records before the call. Where useful, the review can include a brief screen-sharing walkthrough of your QuickBooks file.
Will you fix everything during the review?
The purpose of the consultation is to identify the highest-priority concerns and recommend the clearest next step. Any cleanup or ongoing bookkeeping work would be scoped separately.
Does Plutus prepare tax returns?
No. Plutus provides bookkeeping services only. Clean, organized reports can be shared with your independent CPA or tax preparer.
Can you work with a business outside New York?
Yes. Plutus provides virtual bookkeeping services to small businesses nationwide.
Start With Clarity
You do not need to untangle QuickBooks alone.
Book a complimentary consultation and leave with a clearer understanding of what needs attention and what to do next.
Book My Complimentary Review