The BOOKS CHECKUP
A Professional bookkeeping review
Is your bookkeeping actually accurate — or does it just look that way?
A review by a trained bookkeeper with a video walkthrough of your file plus written findings.
No judgment. No ongoing commitment.
Just a clear picture of what's in your books — and exactly what to do about it.
Three tiers · From $147 + GST/HST · 10 spots/month
Bookkeeping software tells you the numbers are there. It can't tell you if they're right.
Your Xero or QuickBooks file might show everything reconciled. Every transaction coded. Every month ticked off.
And it might still be wrong.
Not obviously wrong. Just quietly off — in ways that compound over time and surface at the worst moments: at tax time, when you need a loan, when you're trying to understand why the numbers don't match what you expected.
Software categorizes what you tell it to. It reconciles what you give it. It has no idea whether your chart of accounts was set up correctly, whether your GST has been tracked on the right amounts, or whether an account has been used in a way that made sense two years ago but wouldn't hold up today.
That gap — between "looks right" and "is right" — is exactly what a trained bookkeeper catches.
This review is for you if:
Here's what we look at
After the review, you get two things: a recorded video walkthrough of your file, where a bookkeeper talks you through what they found — and a clear written summary you can keep: what's working, what needs attention, and what to do about it.
HOW IT WORKS
Five steps, start to finish
- 1Book your spot
Choose your tier and complete payment. Stripe handles the transaction securely. - 2Fill out our intake form
About 10 minutes. Tells us about your business, your bookkeeping setup, and what you're hoping to learn. - 3Give us access to your file
We walk you through exactly how. For most clients, it takes about 2 minutes. - 4We review your books
A trained bookkeeper goes through your file within 7–10 business days of receiving access. - 5You get your findings
A clear written summary and recorded video walkthrough of what we found. No jargon, no judgment — just the facts and what to do about them.
What our clients say
These are from clients we work with month to month. The same team does your review.
“I didn't know if I was handling my financials correctly. I basically didn't know what I didn't know.”
— Kelly Bateson, Kelly Bateson Media
“I always felt nervous when tax time came around. I was unsure whether I saved enough or if I made any mistakes.”
— Hollie Lowes, Hollie & Company
“The stress and sense of impending doom I would feel whenever a CRA deadline was looming is gone.”
— Sylvie Roy, Eclair Lips Inc.
“I felt very safe to be honest about not knowing what I didn't know.”
— Leisse Wilcox
Three tiers based on your situation
(All prices in CAD, plus GST/HST. GST/HST is added automatically at checkout)
Starter Check-Up
$
147
For: Tracking in spreadsheets, no bookkeeping system, or not sure what you have
Covers : Chart of accounts review (if applicable) · Transaction categorization review · GST/HST review · Written findings summary · Recorded video walkthrough (about 10 - 15 mins)
Turnaround: 7-10
business days
Standard Check-Up
$
297
For: Using Xero or QuickBooks, books reasonably current
Covers : Everything in Starter, plus reconciliation accuracy review · Coding consistency review · Anomaly and duplicate flagging · Longer walkthrough (about 15-20 mins)
Turnaround: 7-10
business days
Complex Check-Up
$
497
For: Books behind, multiple accounts or entities, payroll, foreign currency, or incorporated company
Covers : Everything in Standard, plus extended review scope for complex or high-volume files · Longer walkthrough (about 20-25 mins)
Turnaround: 7-10
business days
Not sure which tier fits? Email team@kcandcompany.ca and we'll tell you. We take a maximum of 10 check-ups per month to make sure each one gets proper attention.
About Kelly Christian
I've been working with small business owners on their finances for over 20 years through my cloud based bookkeeping & tax company KC&Company.
The thing I hear most, after someone books a review, is some version of: "I've been meaning to do this for a while."
The hesitation is usually that they're worried about what we'll find. I understand that completely. But there is no version of your books that would surprise us or make us think less of you. We've seen everything — and we've helped sort it all out.
What the check-up gives you is certainty. Certainty is almost always better than the quiet worry & wondering.
www.kellychristianandcompany.com
Questions
Is this the same as hiring a bookkeeper?
No. The check-up is a one-time review — we look at what's in your books and tell you what we find. Some clients use it as a standalone check. Others use it as a starting point before getting ongoing help. That's entirely your call.
What if my books are a mess?
We've seen everything. The check-up is designed for situations where you're not sure how things look — that's the whole point. There is no version of your books that would surprise us or make us judge you.
What software do I need?
Xero, QuickBooks, a spreadsheet, or nothing at all — we have a tier for each situation. If you're not sure which one fits, email team@kcandcompany.ca before booking.
What do I actually get at the end?
Two things: a recorded video walkthrough of your file (about 15–20 minutes) where a bookkeeper talks you through exactly what they found, and a written summary you can keep — what's accurate, what needs attention, and what to do about it. Delivered within 7–10 business days of receiving access to your file.
Can you fix what you find?
The check-up is a review, not a cleanup. If we find things that need fixing, we'll tell you exactly what they are. If you'd like us to handle the corrections, we can talk about what that looks like — it's not automatic or required.
How many spots are available?
We accept a maximum of 10 check-ups per month to make sure every file gets proper attention. Once a month's spots are full, the next opening is the following month.
Ready to know where your books actually stand?
One flat fee. No ongoing commitment.
A trained bookkeeper reviews your file, walks you through it on video and tells you exactly what they find.
All prices are in CAD - GST/HST will be added at checkout
Questions before booking? Email team@kcandcompany.ca