Demystifying QuickBooks Client Review: What It Means for Your Business
What is “QuickBooks Client Review” in QBO?
Client Review is a repeatable checklist accountants use to validate and tune up your QuickBooks Online file. Think of it as a monthly quality‑control pass—keeping reports reliable so you can focus on growth instead of clean‑up.
Why it matters
- Decisions need clean data. Pricing, hiring, and cash‑flow calls are only as good as the books behind them.
- Prevents compounded messes. Small mis‑codings turn into big reclasses later.
- Speeds tax & lending. Lenders and tax pros love reconciled, consistent files.
What’s reviewed (typical checklist)
- Bank/credit card reconciliations and statement match
- Unreconciled & stale transactions
- Duplicates from bank feeds or apps
- Uncategorized/Ask‑my‑accountant queue
- Undeposited Funds & negative balances
- A/R & A/P aging, unapplied payments/credits
- Sales tax & payroll liabilities (if applicable)
- Bank rules & automation health
- Class/location usage & consistency
- Attachments & audit trail for key items
- Month‑end close checklist
- Reporting package (P&L, Balance Sheet, KPIs/trends)
How often?
- Essential: monthly sweep that keeps the file stable.
- Growth: bi‑weekly eyes on volume and exceptions.
- Premium: weekly oversight with KPI guidance and managed workflows.
Which plan should I choose?
- Pick Essential if you have ≤2 bank/CC accounts and ≤50 new transactions/month.
- Pick Growth at 3–5 accounts or ≤150 transactions/month, with invoices/bills and light approvals.
- Pick Premium when you regularly exceed Growth thresholds, need multi‑currency/locations, dashboard KPIs, or SOP‑driven A/R‑A/P.
What you’ll get with Ledger Pro
- A consistent Client Review cadence that fits your volume
- Clear exception notes and fixes, not just flags
- Optimized bank rules to reduce manual work
- A reporting pack that’s decision‑ready
Ready to get started?
Choose a plan that matches your volume. If you’re on the fence, we’ll start you at Growth and right‑size after the first month’s review.
Next steps
Choose a plan that matches your volume. If you’re on the fence, we’ll start you at Growth and right‑size after the first month’s review.
FAQ
Can I switch plans later?
Yes, we can adjust up or down after a month of actuals.
Do you fix prior months?
Past clean‑up is scoped separately—see our Optimization package.
Do you manage invoicing/collections?
Growth includes reminders; Premium can own the workflow.
Compare plans & pay | Questions? taxes@ledgerpro.net
