For business owners · 5–50 employees
Month-end shouldn’t mean a weekend inside QuickBooks.
You run the business; the books run behind. BooksCheck reviews them every month and hands you one page by the 7th — what came in, what went out, what looks off, and who still owes you — with every number checked by a human before it ships.
Start with a free monthFirst month free · Founding rate locked for 12 months · Month-to-month
Your overdue invoices come back listed, with a polite reminder already drafted for each one. You read it, you send it — we never contact your customers and never touch your money.
BooksCheck — Monthly Review
Sample Café LLC (fictional) · September 2026 · Prepared October 7, 2026
| P&L summary | Sep 2026 | Aug 2026 |
|---|---|---|
| Revenue | $24,300 | $22,100 |
| Cost of goods | $8,100 | $7,400 |
| Gross profit | $16,200 | $14,700 |
| Operating expenses | $11,900 | $11,200 |
| Net income | $4,300 | $3,500 |
Cash in $23,800 · cash out $20,900 · net +$2,900 · ending balance $18,400 — about 1.5 months of expenses.
Sample document — all names, numbers, and businesses are fictional, and the figures are illustrative. Real reviews use your actual books. This is a review, not bookkeeping or tax preparation — tax and compliance questions are flagged for your CPA.
The problem
The shoebox is not a system
It’s the last Sunday of the month. The receipts are in a drawer, the card feed is a wall of uncategorized charges, and somewhere in there is a $600 charge you don’t recognize and an invoice from six weeks ago that nobody followed up. You’ll get to it next month. That’s what last month said too. The pattern is the industry’s most-cited one: “Inconsistent, sporadic recordkeeping is the most-cited bookkeeping error for small businesses.” — Focus CPA, via EIN News, September 15, 2026
The full fix — a bookkeeping service that keeps your books for you — is a real option, at a real price. BooksCheck is the smaller step: keep doing what you’re doing, and get a trained review of it every month, before small messes become tax-season problems.
| You, at month-end | The records get reviewed when an evening frees up — which is how things slip a month, then a quarter | $0 + your evenings |
|---|---|---|
| Bench Bookkeeping Light | A bookkeeper keeps your books on Bench’s own platform (revenue up to $250K/yr) | from $199/mo |
| QuickBooks Experts Full-Service | A dedicated bookkeeper keeps your books inside QuickBooks | from $300/mo |
| BooksCheck Plus | A monthly review of the books you already keep — one page, flags, drafted reminders | $129/mo · first month free |
Published starting prices as listed by each provider — Bench checked October 2026; QuickBooks Experts pricing retrieved September 2026. Full bookkeeping is a different, larger job than a monthly review. Modeled comparison of published rates, not a quote.
How it works
Set up once. Then it’s just the 7th.
1
Grant read-only access
Sign a plain-language engagement letter, then invite us as a reports-only user in QuickBooks Online and connect Stripe read-only. Never your password — and revocable anytime.
2
We pull the month
Transactions, P&L, A/R aging, invoice status. Whatever is missing gets flagged, not guessed at.
3
Draft, then the human gate
Drafted with AI assistance, then verified by a person — every number tied to its source report, every flag checked, anything tax-shaped rewritten as a flag for your CPA.
4
One page lands by the 7th
Two minutes to read. The overdue list and its drafted reminders are the part most owners act on first.
The deliverable
Read the sample like it’s yours
A fictional café’s month, in the exact format your one-pager uses — labeled a sample because it is one. Notice what’s on it: the overdue invoice with its amount and age, the odd charge with a plain-English reason to look twice. That’s the page that lands in your inbox on the 7th, built from your real numbers.
BooksCheck — Monthly Review
Sample Café LLC (fictional) · September 2026 · Prepared October 7, 2026
| P&L summary | Sep 2026 | Aug 2026 |
|---|---|---|
| Revenue | $24,300 | $22,100 |
| Cost of goods | $8,100 | $7,400 |
| Gross profit | $16,200 | $14,700 |
| Operating expenses | $11,900 | $11,200 |
| Net income | $4,300 | $3,500 |
Cash in $23,800 · cash out $20,900 · net +$2,900 · ending balance $18,400 — about 1.5 months of expenses.
Sample document — all names, numbers, and businesses are fictional, and the figures are illustrative. Real reviews use your actual books. This is a review, not bookkeeping or tax preparation — tax and compliance questions are flagged for your CPA.
The offer
Built around the two things owners actually open
Who owes you money, and what looks off. Everything else on the page exists to make those two answers trustworthy.
Every month, you receive
- Overdue-invoice list — who owes you, how much, how late — with a payment reminder drafted for each. You send them
- Flagged odd expenses — unusual spikes, uncategorized charges, duplicates, personal expenses mixed in — each explained in plain English
- The one-pager — P&L summary and cash-flow summary for the month, two minutes to read
- Flags for your CPA — anything that smells like a tax question, written up as a question for your CPA, never answered by us
- On Plus: trend notes and reminder drafts twice a month — mid-month and month-end, so invoices don’t age quietly
- On Complete: a quarterly roll-up and receipt chasing until missing paperwork is resolved
What we never do
- Prepare or file taxes, or advise on them
- Decide what you should deduct
- Run payroll, or represent you to the IRS
- Make payments or move your money, in any way
- Ask for your password, or log in as you
- Contact your customers — reminders are drafts; you send them
Anything that looks like a tax question goes to your CPA — and we make their job cheaper by handing them clean, current books.
The checkable details
Dates and limits, before you commit
Owners don’t need a pitch. They need to know when it lands and where it stops.
Timelines
- One-pager delivered by the 7th of every month — or the month is free
- Email questions answered within 24 hours (same-day on Complete, business hours)
- Plus reminder drafts land mid-month and month-end
- Quarterly roll-up by the 10th after quarter-end (Complete)
What you receive
- One page per month: P&L summary, cash-flow summary, flagged anomalies with explanations, overdue-invoice list with drafted reminders, flags-for-your-CPA section
- Plus: trend notes (3–5 lines), top 10 flags, a 4-sentence check-in email
- Complete: quarterly roll-up, receipt chasing, same-day support in business hours
Limits, plainly
A review reads the records you have. It is not an examination of every transaction, and it doesn’t promise to catch every error — every number on the page is tied to a source report and human-checked, and if a figure can’t be verified, it doesn’t ship. Catch-up beyond 3 months of unreconciled history is out of scope at every tier (quoted separately as a one-time project, minimum $150, or referred out).
What it runs on
Your QuickBooks Online, via a reports-only invite you control, and your Stripe, via a read-only connection. Working files live in encrypted cloud folders; your data is never sold or shared. No new software to learn — we work inside what you already keep.
What we are not
A review service — not bookkeeping, not tax preparation, not tax advice. We never file anything, never decide a deduction, and never touch client funds. That boundary is the product’s safety feature, not fine print.
Who stands behind it
Ruben “Chitico” Olaverria, Chicago, IL. He runs the verification pass and signs off every one-pager personally — the sign-off is logged per client, per month. Reach him at chiticohq+bookscheck@zohomail.com. Payments are processed by Stripe; we never see your card number.
Pricing
Founding rates, published in full
Priced against the bookkeeper you were about to hire — and published in full. Every tier starts with a free month, because the first one-pager is the argument.
BooksCheck Basic
$99 /month
The one-pager, every month.
- Monthly one-pager delivered by the 7th: P&L and cash-flow summaries
- Top 5 odd expenses flagged, in plain English
- Overdue invoices listed, payment reminders drafted — you send them
- Email support, 24-hour response
BooksCheck Plus
$129 /month
The flagship — the tier we sell.
- Everything in Basic, plus:
- Month-over-month trend notes — what’s better, what’s worse
- Top 10 flagged anomalies
- Reminder drafts twice a month: mid-month nudge + month-end
- A monthly check-in email — your month in 4 sentences
BooksCheck Complete
$149 /month
Plus the quarter view and the chasing done for you.
- Everything in Plus, plus:
- Quarterly roll-up summary, by the 10th after quarter-end
- Receipt chasing — we follow up on missing documentation until it’s resolved
- Priority support, same-day response in business hours
Delivered by the 7th — or that month is free
Every one-pager passes a human verification pass before it ships. If that pass can’t finish by the 7th, we tell you the truth and it arrives the next day — and if we miss the 7th, that month costs you nothing — no form, no call, nothing to claim. Payments are processed by Stripe — we never see your card number.
Founding rate — locked for 12 months. Rate reviews happen once a year, with 30 days’ notice. First month free, because I can’t show you what it’s worth until I’ve seen your books. — Chitico Month-to-month after that: cancel anytime with 30 days’ notice and a prorated final month. No onboarding fee during the founding period. Your QuickBooks subscription stays yours — BooksCheck never resells it.
Questions
What owners ask first
Do I need to be on QuickBooks?
Yes — the review runs on QuickBooks Online plus Stripe, with read-only access. That’s the honest limit of the service today: if your books live somewhere else, BooksCheck isn’t the tool yet.
My books are a mess. Where do we start?
With the current month — that’s what the review covers. If you’re more than 3 months behind on unreconciled history, that catch-up isn’t part of any tier: it’s quoted separately as a one-time project (minimum $150, paid up front) or referred out to a bookkeeper. We’ll tell you which one you need before you pay anything.
Who sends the payment reminders — you or me?
You do. We draft each reminder — right customer, right amount, right invoice — and you send it from your own inbox. We never contact your customers, and we can’t move money: our access is read-only.
What if a number on my one-pager is wrong?
Every number is tied to a source report and checked by a human before delivery, and the sign-off is logged. If you spot anything that doesn’t match your records, reply to the email — it gets re-checked against the source and corrected in writing.
Will you talk to my CPA?
Every one-pager carries a “flags for your CPA” section, written to be forwarded. Your CPA gets clean, current books and a short list of questions — instead of a shoebox in January.
How do I cancel?
By email. 30 days’ notice, and the final month is prorated. While you’re subscribed, your founding rate stays locked for 12 months; reviews happen once a year with 30 days’ notice.