Corrie Schirmer
Owner
Not Sure If Your Books Are Right? Let’s Take a Look.
A focused review of your QuickBooks designed for small healthcare practices—so you can finally understand what’s working, what’s not, and what needs to be fixed.
This is for you if:
🎯Your numbers don’t match what’s in your bank account
🎯You’re unsure if your books are accurate
🎯Your billing system and QuickBooks don’t quite line up (that is if your systems are combined)
🎯You’ve fallen behind or things feel disorganized
🎯Your CPA has asked questions you couldn’t confidently answer
I’ll look at:
✔ Bank & credit card reconciliations
✔ Balance sheet accuracy
✔ Income statement consistency
✔ Revenue tracking (summary-based, billing-aligned)
✔ Uncategorized or miscategorized transactions
✔ Accounts that don’t make sense or don’t clear
I also review how your financial data flows:​
✔ Are your billing reports aligning with your books?
✔ Are deposits being recorded correctly?
✔ Are adjustments being accounted for?
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👉 This is where most problems live—and where I bring clarity.
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WHAT YOU RECEIVE:
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A written diagnostic report in plain language
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A 30–45 minute review call to walk through findings
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Clear next-step recommendations (no pressure)