Free Books
Review.
Not sure what shape your books are in? Share your screen for 30 minutes and we check the five things that tell you. You get a one-page written summary within two business days.
The Five Things We Check
These five show whether a set of books can be trusted. Each one takes a few minutes to look at and tells you a lot.
Reconciliations
How far each bank and credit card account is reconciled, and whether the reconciled balance matches the statement.
Uncategorized transactions
How much is sitting in Uncategorized, Ask My Accountant or a suspense account, and how old it is.
Undeposited Funds and clearing accounts
Whether payments are piling up in Undeposited Funds or a clearing account instead of landing in the bank.
Payroll and sales tax balances
What the books say is owed for payroll and sales tax, next to what has actually been paid.
How sales are recorded
Whether sales come in from your POS or payment processor by category, or are bank deposits booked as income.
How the Review Works
Three steps. All you need is 30 minutes and your books open.
Pick a time
Choose a 30-minute slot below and answer a few short questions about your business and your software.
Share your screen
On the call you open your books and we look together. Nothing is changed. If you prefer, add us as an accountant user in QuickBooks and remove us afterward.
Get the summary
Within two business days you get a one-page written summary by email. It is yours to keep whether or not you hire us.
Free Books Review FAQ
The questions owners ask before booking.
Is the books review really free?
Yes. There is no card and no obligation. If your books are in good shape, the summary will say so.
Do you need my login?
No. You share your screen on the call. If you would rather, you can add us as an accountant user in QuickBooks and remove us any time.
Will you change anything in my books?
No. The review is read-only. We look and write down what we see.
What software do you review?
QuickBooks Online, Restaurant365 and Puzzle. If your books are somewhere else, book a free consultation instead and we will talk through it.
How is this different from the free consultation?
The consultation is a 15-minute conversation about whether Tides is a fit. The review is 30 minutes inside your actual books, and you get a written summary afterward.
What happens after the review?
You get the summary. If you want help with what it shows, we quote catch-up or monthly bookkeeping at the prices on our pricing page. If not, the summary is still yours.
Is this tax advice?
No. It is a review of bookkeeping records. We do not prepare tax returns or give tax advice, so take tax questions to your CPA.