Feature
Client-Facing QBO Assessment Report
A client-facing assessment report generated from a QBO diagnostic scan. Branded with your firm name and logo. Carries a severity-weighted health score, prioritized findings across eight detector categories, and a recommended cleanup plan the client can read without knowing what a Trial Balance is.
What goes into the report
The report is the diagnostic output translated into client-facing language. The sections: a one-sentence health summary, the score with a category breakdown, the top prioritized issues by severity, the recommended sequence for remediation, and a scope-and-pricing section your firm fills in. Where the diagnostic uses bookkeeping terminology, the report uses plain English the client can repeat to their CPA or to their internal finance contact.
Two share modes: a downloadable PDF carrying your firm branding, or a share-link viewer the client can open in a browser. The share link has an assessment variant (no pricing) and a proposal variant (with pricing). Pick the one that matches the moment in the conversation.
When to send the assessment
Three distinct moments. Pre-sale, when a prospect sends you sample QBO exports and you're evaluating fit; the assessment is the deliverable that justifies a paid diagnostic. Mid-engagement, as a checkpoint when the client wants to see what you've uncovered. Post-cleanup, as the before-and-after deliverable that shows the score went from 47 to 91, with the categories that moved.
Who it's for
Bookkeepers who want a productized client deliverable instead of an ad-hoc Loom video or email summary. Especially valuable for ProAdvisors and firm bookkeepers handing files off to CPAs, where the assessment doubles as the documentation trail. Available on Solo ($49/month, 5 active engagements), Firm ($149/month), and the Single Cleanup tier ($29 one-time).
Generate your first client assessment in minutes.
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