A second set of eyes on your QuickBooks books.
One thorough checkup. We run 15 automated checks on your QuickBooks Online file, review what they find, and walk you through what's wrong and what to fix first. $100, one time.
It works alongside your bookkeeper, and it never changes anything in your books.
Who it's for
For owners who can't tell whether their books are right.
Most books aren't wrong in dramatic ways. They're wrong in small, repeated ways nobody has time to look for. Two kinds of business get the most out of a checkup.
You want a second opinion on the books.
The books get closed every month, but nobody reviews them with fresh eyes. A checkup catches what a busy close misses and hands your bookkeeper a specific, ranked fix list instead of a vague "something looks off."
You're a founder with no controller.
You've been the finance department by default. A checkup tells you where your books really stand, what's risky, and what a real finance hire or fractional controller would fix first, so you know what you actually need.
What a checkup looks for
The mistakes that hide inside clean-looking books.
These are the six kinds of problem we find most often, each one checked automatically against your actual transactions.
Bills and invoices entered twice
The same vendor, invoice number, amount and date booked two times. It happens with email forwarding, bill-pay imports, and rushed entry.
Costs coded to the wrong account
A vendor that always books to one account suddenly lands somewhere else, so your margins and your P&L quietly drift.
Bills that should have come but didn't
Rent, storage, software and retainers arrive like clockwork. When one is missing, either it wasn't entered or it hasn't been billed, and your expenses are understated.
Money parked in catch-all accounts
Uncategorized expense, suspense and unmapped accounts hold spending nobody has classified, which means your reports are missing it.
Customers paying late, vendors paid early
Payment timing shows up in cash before it shows up anywhere else. We flag customers who pay far past due and bills paid long before they were due.
Personal spending in the business
Consumer-style vendors, expenses that should be capitalized, and near-duplicate vendor names that split your spend and invite double payments.
See all of these on a sample company → · Read: what a checkup finds and who needs one →
How it works
From "is something wrong?" to a ranked fix list.
Request your checkup.
Fill in the short form below. We're opening checkups to a first group of businesses now, so we'll email you next steps, including your payment link, as soon as your checkup is ready to start.
Connect QuickBooks.
You connect your QuickBooks Online company with the “Connect to QuickBooks” button in DrillFi and sign in on QuickBooks' own page. DrillFi only reads your data, and you can disconnect whenever you like.
Get your report and a walkthrough call.
Within about five business days of connecting, you get a written report of the findings ranked by dollars, and a call where we explain what each one means and what to fix first.
Decide what happens next.
Hand the list to your bookkeeper and you're done, or take one of the next steps below. No pressure either way.
What it costs
One price, one time.
No subscription and no commitment. If all you want is a clear list of what's wrong, that's all you pay for.
- All 15 automated checks on your QuickBooks Online file
- Your current year to date, compared with last year
- A written report, with findings ranked by dollars
- A walkthrough call: what each finding means and what to fix
- A fix list you can hand straight to your bookkeeper
One flat price, whatever the size of your books. If you continue with the full DrillFi platform or advisory support, your $100 is credited toward your first month.
After the checkup, you choose.
Take the list and run with it
Hand the findings to your bookkeeper, or fix them yourself. Plenty of owners stop here.
Run the full DrillFi platform on your books
Everything the checkup runs on, ongoing, in your own login:
- Budget vs actual on your own budget categories
- Drill-down from any number to the transaction
- All 15 checks and alerts, on every sync
- KPIs, including working capital
- Balance sheet, cash flow, AR/AP aging and item sales
- A monthly package you can download or share
Bring in fractional finance support
For founders without a controller and growing brands with messy books. We review your close, fix what the checkup found, and act as your finance stopgap, for as many hours as you need.
How fractional support works →A second set of eyes that makes you look good.
We're not here to replace you. If you keep books for small businesses, the checkup catches what slips through a busy close, and you get the chance to fix it first.
- Send a client for a Financial Check Up, and with their permission you get the findings too
- You stay in charge of the books, the client, and the tax work
- A specific, ranked list you can work through instead of a vague concern
No controller? Get a stopgap while you decide what to hire.
Founders end up as the finance function by default. Fractional support gives you a controller's judgment a few hours a month, until you know what a full-time hire should look like.
- Month-end close review and oversight
- A clear read on where the books stand, and what to fix first
- Distributor and retailer deductions, chargebacks and remittance reconciliation
- Budget vs actual, KPIs and board or investor reporting
Questions
Before you ask.
What is a Financial Check Up?
A Financial Check Up is a one-time review of your QuickBooks Online books. We run 15 automated checks for the mistakes that quietly distort your numbers: bills entered twice, expenses coded to the wrong account, recurring bills that never arrived, money sitting in catch-all accounts, and more. You get a written report ranked by dollars and a call to walk through what it means and what to fix.
How much does it cost, and what's included?
The checkup is a flat $100, one time, per QuickBooks company. It includes all 15 checks on your current year to date compared with last year, a written report, a walkthrough call, and a fix list for your bookkeeper. If you continue with the full DrillFi platform or advisory support, your $100 is credited toward your first month.
Do you replace my bookkeeper or CPA?
No. The checkup works alongside whoever keeps your books. It gives you and your bookkeeper a ranked list of what needs fixing, and your bookkeeper or CPA stays in charge of the books and your tax work.
What access do you need to my QuickBooks?
You authorize a standard Intuit connection to your QuickBooks Online company. DrillFi only reads your data to run the checks. It does not create or edit transactions, accounts or vendors in your books, and you can disconnect at any time from QuickBooks.
What happens after the checkup?
You choose. You can hand the fix list to your bookkeeper and stop there, run the full DrillFi platform on your books for $40 a month (budget vs actual, drill-down to the transaction, alerts, KPIs, statements and a monthly package), or bring in fractional finance support if you need a controller's judgment. There's no obligation to buy anything beyond the checkup.
Do I need a budget?
No. The checks look at your actual transactions and history, so they work without a budget. If you do have a budget, DrillFi can add budget vs actual reporting.
Is this an audit?
No. A Financial Check Up is an advisory service. It is not an audit, review or compilation, and it is not tax preparation or legal advice.
Get your Financial Check Up.
Tell us a little about your business. We'll email you when your checkup is ready to start, with a payment link for the $100 and instructions for connecting your QuickBooks Online company.
Bookkeeper or CPA? Founder looking for fractional help? Pick the option that fits and we'll route it. Prefer email? hello@drillfi.com
Thanks, got it.
We'll email you when your checkup is ready to start, with your payment link and next steps. In the meantime you can reach us at hello@drillfi.com.