Cleanup diagnostic · unlocked

Don't quote this cleanup blind

13 transactions analyzed · 03/02/2026 – 03/25/2026

/ 100

Books health

Issues found

Issue types

2-3h

Est. billable cleanup effort

What we found

Likely duplicate transactions 2

High priority

$2,400 affected

03/03/2026 · Google Ads · 1200.00
03/03/2026 · Google Ads · 1200.00

Cleanup scope — what to quote your client

Medium cleanup

2 issues to fix · ~2-3 hours of work

$100–$250

suggested quote range

Suggested cleanup phases

1Likely duplicate transactions — 2 items to resolve

Client approval packet — ready to send

What we reviewed: 13 transactions (03/02/2026 – 03/25/2026).

What we found:

2 likely duplicate entries that double-count money

Why a cleanup is needed: until these are fixed, the reports don't reflect reality — taxes, margins and decisions are built on wrong numbers.

Recommended scope: 2 fixes · ~2-3 hours · $100-$250.

Email ready to send your client:

Hi,

Before quoting your bookkeeping cleanup, I reviewed your QuickBooks file (13 transactions, 03/02/2026 – 03/25/2026) and I want to be straight with you about what I found.

The books are in medium shape: 2 issues need to be fixed before the numbers can be trusted (uncategorized transactions, duplicates, and a few accounts that were never cleared).

To get everything clean and reliable I estimate 2-3 hours of work, roughly $100-$250.

If you're good to proceed, just reply "approved" and I'll get started.

Thanks

Your file is analyzed in memory and never stored · payments by card via Polar, no account needed.