Momentum Review

Quarterly QuickBooks Online Bookkeeping Oversight

Stay accurate and confident with a quarterly QuickBooks review. Have clarity without the monthly commitment.

The Momentum Review is a quarterly check-in for businesses that had a Focus Review within 90 days.

You already understand your books and next steps. Now you want accountability and clarity without monthly oversight. The Momentum Review tracks your QuickBooks Online progress and updates priorities. It strengthens your bookkeeping process. It keeps your numbers accurate and your goals on track. This support gives you confidence and peace of mind as you grow.

Each quarter, you submit a short update form to share questions, changes or concerns. I revisit your QuickBooks Online file. I review to track progress, identify new issues, and refresh recommendations. The Momentum Review gives you reliable oversight, structured guidance, and continued accuracy. You have reassurance without the weight of monthly support.

Momentum Review includes:

• 30-minute meeting to clarify your current goals and concerns
• QuickBooks Online Light Focus Review
• Summary Report with updated priorities and next steps
• Optional check-in meeting to discuss the report and address pre-submitted questions

You’ve gained clarity. You’ve taken action. Now keep your momentum. The Momentum Review keeps you focused, supported, and in control of your foundation.

Great if you want structured oversight and accountability without monthly meetings.

Stay accurate. Stay confident. Keep your business moving forward with a Momentum Review.

Eligibility: Available within 90 days of completing a Focus Review. Tailored options available for new and returning clients.